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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_RES | 2017-10-18 |
Branch Locations
2390 N Forest Rd Ste 1, Getzville, NY 14068 • United States
N Tonawanda, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Getzville | NY | 07/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Getzville | NY | 03/2020 | Present |
Other Business Activities; Church Investment Committee Member; I have been a member of my local church for well over a decade. This role would be a part of a team to help the church regarding financial direction and decisions. While I have clients who a part of my church, I would not be working with the church organization as a client. Position would be unpaid.; 375 Payne Ave, , North Tonawanda, NY, 14120; Investment-Related; 03/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-05 |
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