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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 | 2016-10-04 |
Branch Locations
90 Linden Oaks Ste 230, Rochester, NY 14625 • United States
130 Main St, Penn Yan, NY 14527 • United States
Webster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 06/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Outside Employment; Council Rock Associates LLC; Client Facing Advisor; Manage advisory business; 90 Linden Oaks, , Rochester, NY, 14625; Investment-Related; 02/15/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-07 |
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