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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2012-06-21 |
Branch Locations
2290 East Ave 3Rd Floor, Rochester, NY 14610-2567 • United States
Fairport, NY • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Independent Insurance Brokering; MedAmerica; 11/08/2004; / MetLife; 01/01/2005; . Business Ownership; 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. Outside Employment; Creative Management Consultants, LLC; Consultant; Manage advisory business; 2290 East Ave., , Rocester, NY, 14610; Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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