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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 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
90 Merrick Ave Ste 403, East Meadow, NY 11554 • United States
Forest Hills, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | East Meadow | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | East Meadow | NY | 03/2020 | Present |
Real Estate Ownership; Co- owner of Investment real estate property; 4500 Gulf of Mexico Drive, Apt 205, Longboat Key, FL, 34228; Investment-Related; 06/15/2025. Independent Insurance Brokering; Travelers; 02/01/2005; . Business Ownership; J&R Operations, LLC; My role is CEO - to oversee and guide the strategy and execution of the firm; Entity established to pay rent, payroll and office expenses; 90 Merrick Ave, Suite 403, , East Meadow, NY, 11554; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
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