Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-16
MO RA APPROVED 2017-12-21
IL RA APPROVED 2017-12-19
TX RA APPROVED_RES 2008-10-14
  • NY RA
    APPROVED
    Since 2021-04-16
  • MO RA
    APPROVED
    Since 2017-12-21
  • IL RA
    APPROVED
    Since 2017-12-19
  • TX RA
    APPROVED_RES
    Since 2008-10-14

Branch Locations

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623-1360 • United States

Webster, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Rochester NY 09/2005 03/2020
Ameriprise Financial Services, Llc Rochester NY 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 2024 W. Henrietta Rd., Ste. 5D, Rochester, New York, ,; ; 06/21/2011. Business Ownership; mpk associates; ; entity to hold building; 2024 West Henrietta road, rochester, ny 14623, ,; ; 07/01/2011; 1 to 9 hours per month; / CADENCE ASSOCIATES, LLC, A NEW YORK LIMITED LIABILITY COMPANY; Administrator/Member; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 10/30/2023; 1 to 9 hours per month; 0 during trading hours / Cadence Boston Partners, LLC; Co-owner; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 01/26/2026; 1 to 9 hours per month; 0 during trading hours / CBP Property Holdings, LLC; Co-owner; Real Estate; 350 Park St, Suite 103, North Reading, MA, 01864; Not Investment-Related; 07/27/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Management Consultants, LLC; Consulting with an Ameriprise advisor financial advisory practice, providing support and guidance on practice operations and marketing; Manage advisory business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 01/03/2020; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-24
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S66 Uniform Combined State Law Examination
    2004-05-24
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17
Other Names
  • Jack Mcdonald
  • John James Mcdonald

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor