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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
133 Rue De Ville, Rochester, NY 14618 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 05/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | 04/2026 |
| Steward Partners Global Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Rochester | NY | 05/2026 | Present |
Name of Business: DeVille LLC; City/State: Rochester, NY; Activity Type: Real Estate for Rent/Lease; Title/Position: Co-owner; Investment-Related - No; Start Date 04/01/2026; Hours per month devoted to activity <4; Hours per month devoted to activity during trading hours: <4; Description of duties: Day to day activities of business. Name of Business: CNMK Operational Support, LLC; City/State: Rochester, NY; Activity Type: Advisory Business: Position/Title: Associate Financial Advisor; Investment-related: No; Start Date: 08/16/2021; Hours per month devoted to activity: <4; Hours per month devoted to this activity during trading hours: <4; Description of Duties: Manage advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
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