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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 | 2015-03-27 |
Branch Locations
1200 South Ave. Suite 305, Staten Island, NY 10314 • United States
401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Staten Island | NY | 02/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Staten Island | NY | 03/2020 | Present |
Business Ownership; CCWF2 LLC; Owner; Manage Ameriprise Business; 1200 South Ave Suite 305, , Staten Island, NY, 10314; Investment-Related; 06/03/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Bay Ridge Promenade; Board member; 52 92nd St Apt , , Brooklyn, NY, 11209; Not Investment-Related; 12/12/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Advanced Skill Development, LLC; Consultant -; This is a consulting business geared towards leadership and development and sales skills of managers, financial advisors, associates, and staff. My role will be assisting in the consulting towards younger/newer advisors.; 1 Teleport Drive Suite 206Staten Island, NY 10311, ,; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / CCWF2 LLC; Owner; Manage advisory business; 1200 South Ave Suite 305, , Staten Island, NY, 10314; Investment-Related; 06/03/2024; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-14 |
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