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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-17 |
| CT | RA | APPROVED | 2022-05-05 |
| NJ | RA | APPROVED | 2022-03-18 |
| NY | RA | APPROVED | 2022-03-18 |
Branch Locations
200 W 41St Street Suite 1902, New York, NY 10036 • United States
Brigatine, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | New York | NY | 06/2014 | 03/2017 |
| Mml Investors Services, Llc | New York City | NY | 03/2017 | 03/2022 |
| Mass Mutual Life Insurance Company | New York City | NY | 03/2017 | 03/2022 |
| Ameriprise Financial | New York | NY | 03/2022 | 03/2022 |
| Ameriprise Financial Services, Llc | New York | NY | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | New York | NY | 03/2022 | Present |
Independent Insurance Brokering; Brighthouse; 01/03/2020; / Equitable; 01/03/2023; / First Reliance Standard Life; 01/03/2000; / Genworth; 12/01/2000; Disability Income / Mass Mutual; 01/01/2000; / MedAmerica Insurance; 01/03/2000; / Principal; 01/03/2000; / Prudential; 01/03/2000; . Other Business Activities; Viatical Settlement; Normal to Life Settlement Process via Welcome Funds; 200 West 41st Street, 21st Floor, , New York, NY, 10036; Not Investment-Related; 01/01/2000; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-17 |
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