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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-20 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788-2948 • United States
Mount Sinai, 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 |
|---|---|---|---|---|
| St. James Investment Advisors, Llc | Port Jefferson | NY | 08/2016 | 11/2017 |
| Home Depot | South Setauket | NY | 09/2017 | 12/2017 |
| Ameriprise Financial Services, Inc. | Hauppauge | NY | 03/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-01 |
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