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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
6711 Towpath Rd Ste 200, East Syracuse, NY 13057 • United States
Cortland, NY • United States
8 Kennedy Pkwy, Cortland, NY 13045 • 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. | Vestal | NY | 02/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Cortland | NY | 03/2020 | Present |
Business Ownership; Strategic Concepts Group, LLC.; ; Holding company for financial planning practice; 1550 Vestal Parkway East, Suite BVestal, NY 13850, ,; Not Investment-Related; 01/01/2016; 40 to 59 hours per month; 1 to 9 during trading hours. Outside Employment; Strategic Concepts Group; Owner - Leadership and Management; ; 1550 Vestal Parkway E Suite B, , Vestal, NY, 13850; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-03 |
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