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Evan Wilcox

Ameriprise Financial Services, LLC

Rochester, NY

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-30
NY RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-30
  • NY RA
    APPROVED
    Since 2025-06-18

Branch Locations

2024 W Henrietta Road Ste 5K, Rochester, NY 14623 • 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 03/2023 Present
Cg Hardscapes Rochester NY 06/2022 03/2023
Cooperstown Connection New Hartford NY 05/2019 06/2022
Mcdonalds Corporation Clinton NY 06/2018 05/2019
Jay-K Lumber New Hartford NY 06/2017 06/2018
Clinton Car Wash Clinton NY 05/2016 06/2017
  • 03/2023 → Present
    Ameriprise Financial Services, Llc
    Rochester, NY
  • 06/2022 → 03/2023
    Cg Hardscapes
    Rochester, NY
  • 05/2019 → 06/2022
    Cooperstown Connection
    New Hartford, NY
  • 06/2018 → 05/2019
    Mcdonalds Corporation
    Clinton, NY
  • 06/2017 → 06/2018
    Jay-K Lumber
    New Hartford, NY
  • 05/2016 → 06/2017
    Clinton Car Wash
    Clinton, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-01
  • S66 Uniform Combined State Law Examination
    2024-10-01
Other Names
  • Evan Wilcox

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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