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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-14 |
Branch Locations
55 Sullys Trl Ste E, Pittsford, NY 14534-3701 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Webster | NY | 07/2013 | 03/2018 |
| Bank Of America, N.A. | Webster | NY | 03/2014 | 03/2018 |
| Wells Fargo Clearing Services Llc | Rochester | NY | 03/2018 | 02/2025 |
| Ameriprise Financial Services Llc | New York | NY | 02/2025 | Present |
Business Ownership; JAMR Real Estate LLC; Co-owner; Real Estate; 1 greylock rdg, , Pittsford, NY, 14534; Not Investment-Related; 01/10/2025; 1 to 9 hours per month; 0 during trading hours / Rotown LLC; Owner; Manage Ameriprise Business; 1 greylock rdg, , Pittsford, NY, 14534; Investment-Related; 01/10/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Rotown LLC; Owner; Manage advisory business; 1 greylock rdg, , Pittsford, NY, 14534; Investment-Related; 01/10/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
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