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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 |
| NJ | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Asset Management | New York | NY | 02/2013 | 05/2018 |
| Unemployed | Rockville Centre | NY | 05/2018 | 02/2019 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2019 | 09/2020 |
| Ameriprise Financial Services, Llc | Huntington | NY | 09/2020 | Present |
Independent Insurance Brokering; Equitable; 03/01/2019; Health / United; 10/01/2019; / Cigna; 11/26/2024; Group, Health. Business Ownership; TEC, Corp; No responsibilities now or in the past; Small Family-Owned Corporation used primarily for Investment in Real Estate; 29 Indian Run, , East Quogue, NY, 11942; Investment-Related; 04/30/1993; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-12 |
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