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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-14
  • NY RA
    APPROVED
    Since 2025-03-14

Branch Locations

Victor, NY • United States

2290 East Ave 3Rd Floor, Rochester, NY 14610-2567 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Rochester NY 05/2022 Present
Under Armour Pittsford NY 01/2022 04/2023
Duquesne University Pittsburgh PA 08/2020 06/2024
Victor Junior/Senior High School Victor NY 06/2014 08/2020
  • 05/2022 → Present
    Rochester, NY
  • 01/2022 → 04/2023
    Under Armour
    Pittsford, NY
  • 08/2020 → 06/2024
    Duquesne University
    Pittsburgh, PA
  • 06/2014 → 08/2020
    Victor Junior/Senior High School
    Victor, NY
Other Businesses

Outside Employment; Creative Management Consultants, LLC; Financial Advisor; Manage advisory business; 2290 East Ave., , Rochester, NY, 14610; Investment-Related; 05/27/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Kaden Lloyd Helmer

View on SEC IAPD

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