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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 |
Branch Locations
2310 Wehrle Dr, Williamsville, NY 14221 • United States
East Amherst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Williamsville | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Williamsville | NY | 03/2020 | Present |
Real Estate Ownership; Commercial; 2310 Wehrle Drive Williamsville, NY 14221, ,; ; 03/01/2009. Business Ownership; 2310 Wehrle Drive LLC; The business was formed as a way of protection from personal liability due to injury at my office.; Office space; 2310 Wehrle Drive, , Williamsville, NY, 14221; Not Investment-Related; 12/11/2008; 0 hours per month; 0 during trading hours. Outside Employment; Council Rock Associates, LLC; Financial advisor; Manage advisory business; 90 Linden Oaks, , Rochester, NY, 14625; Investment-Related; 05/16/2023; 60 hours per month; 60 during trading hours / 2310 Wehrle Drive LLC; Owner; Manage advisory business; 2310 Wehrle Dr, , Williamsville, NY, 14221; Investment-Related; 12/11/2008; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-04 |
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