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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-06 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
1550 Vestal Pkwy E Ste B, Vestal, NY 13850 • United States
Binghamton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vestal | NY | 08/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Vestal | NY | 03/2020 | Present |
Business Ownership; Strategic Concepts Group, LLC; ; Legal entity established to manage the Ameriprise practice of Jon L. Myers and Associates; 1550 Vestal Parkway EastSuite BVestal, NY 13850, ,; Not Investment-Related; 01/01/2016; 0 hours per month; 0 during trading hours. Outside Employment; Strategic Concepts Group, LLC; Financial Advisor - Managing Ameriprise Financial clients; ; 1550 Vestal Parkway East, Suite B, , Vestal, NY, 13850; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours. Other Business Activities; I'm writing a book; I am authoring a book that is financial in nature that will be given to clients & prospects, as well as being for sale to the general public.; 27 Larchmont Rd, , Binghamton, NY, 13903; Not Investment-Related; 11/04/2024; 0 hours per month; 0 during trading hours / Book Author- "Financial Advisors Also Retire"; I'm writing a book. The intended audience is financial advisors. The subject matter is business considerations for advisors while planning their own retirements. Per my RP, Ray Halpin, updating this note to include the title of the book: "Financial Advisors Also Retire"; 27 Larchmont Rd, , Binghamton, NY, 13903-1352; Not Investment-Related; 12/31/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-30 |
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