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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 |
| CA | RA | APPROVED | 2021-01-21 |
Branch Locations
4 Atrium Dr Ste 200, Albany, NY 12205 • United States
Mechanicville, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lm Financial Partners, Inc. | Albany | NY | 01/1999 | 02/2019 |
| Edward D. Jones & Co., L.P. | Halfmoon | NY | 05/1999 | 02/2019 |
| Ameriprise Financial Services, Llc | Albany | NY | 03/2020 | Present |
| Ameriprise Financial Services Inc | Malta | NY | 02/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-10 |
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