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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 | 2017-02-03 |
Branch Locations
200 Broadhollow Rd Ste 302, Melville, NY 11747 • United States
Oyster Bay Cove, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | 02/2017 |
| Ameriprise Financial Services Inc | Melville | NY | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Melville | NY | 03/2020 | Present |
Business Ownership; Palumbo RE Management Inc.; ; I will be purchasing and managing Real Estate properties.; 7 North Ct Oyster Bay Cove, N.Y. 11771, ,; Not Investment-Related; 10/11/2017; 20 to 39 hours per month; 0 during trading hours / Dale Ave Real Estate, LLC; Real Estate Management Company; Real Estate Management; 7 North Ct, , Oyster Bay Cove, NY, 11771; Not Investment-Related; 09/13/2019; 0 hours per month; 0 during trading hours / 27 Bungalow Walk FI LLC; Real Estate Management; Real Estate Holding for rental property.; 7 North Ct, , Oyster Bay Cove, NY, 11771; Not Investment-Related; 08/15/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Actor; I have an acting role on a cable network presently. It is my expectation that the show could be extended for another season. I will update any changes as necessary to this outside business activity.; 2173 West Street, , Brooklyn, NY, 11223; Not Investment-Related; 09/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-01 |
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