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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 | 2014-08-04 |
Branch Locations
1 Blue Hill Plz Ste 1509 Lbby Level, Pearl River, NY 10965-3165 • United States
Washingtonville, 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. | Goshen | NY | 06/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Pearl River | NY | 03/2020 | Present |
Independent Insurance Brokering; Aetna Better Health, Inc.; 04/01/2019; Health / United Healthcare, Inc.; 04/01/2019; / Humana Inc.; 04/01/2019; . Board of Directors; Mahwah Regional Chamber of Commerce board; member at large; 505 Ramapo Valley Rd, , Mahwah, NJ, 07430; Not Investment-Related; 01/09/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-17 |
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