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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-21 |
Branch Locations
85 Civic Center Plaza Ste 100, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Putnam Valley | 01/2012 | 07/2022 | |
| Valic Financial Advisors, Inc. | Nashua | NH | 07/2022 | 12/2023 |
| Hudson Farmer And The Fish | Sleepy Hollow | NY | 11/2022 | 09/2023 |
| Agia | Houston | TX | 12/2022 | 12/2023 |
| Ameriprise Financial Services, Llc | White Plains | NY | 12/2023 | 01/2025 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 01/2025 | Present |
Business Ownership; Arbor Capital Wealth Advisors; Co-owner; Manage Ameriprise Business; 85 civic center plaza, Suite 100, Poughkeepsie, NY, 10579; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Arbor Capital Wealth Advisors; Co-owner; Manage advisory business; 85 civic center plaza, Suite 100, Poughkeepsie, NY, 10579; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-21 |
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