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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-16
TX RA APPROVED_RES 2013-03-11
  • NY RA
    APPROVED
    Since 2021-04-16
  • TX RA
    APPROVED_RES
    Since 2013-03-11

Branch Locations

1200 South Ave. Suite 305, Staten Island, NY 10314 • United States

500 N Broadway Ste 144, Jericho, NY 11753 • United States

Staten Island, NY • 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, Inc. Staten Island NY 09/2005 03/2020
Ameriprise Financial Services, Llc Staten Island NY 03/2020 Present
Other Businesses

Business Ownership; CCWF; DAN MASIELLO CEO; SEE ABOVE; I TELEPORT DRIVESTATEN ISLANDNY 10311, ,; Not Investment-Related; 01/21/2019; 60 hours per month; 60 during trading hours / CCWF2 LLC; Management of day to day administrative entity; Manage Ameriprise Business; 1200 south ave, , jstaten island, NY, 10314; Investment-Related; 04/14/2022; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; CCWF2; not being used; entity not being used was intended for administrative support never activated; 500 N BROADWAY, , JERICHO, NY, 11752; Not Investment-Related; 04/14/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Advanced Skill Development LLC; Coaching/ consulting advisors through in person and webinar; 1200 south ave, , staten island, NY, 10314; Not Investment-Related; 08/30/2017; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-08-04
  • S63 Uniform Securities Agent State Law Examination
    1987-08-04
Designations

View on SEC IAPD

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