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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED_RES | 2021-02-04 |
| NJ | RA | APPROVED | 2018-01-18 |
Branch Locations
57 S Broadway Ste C, Pitman, NJ 08071 • United States
2804 Del Prado Blvd S Ste 103, Cape Coral, FL 33904 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Minnesota Life | St Paul | MN | 05/1999 | 01/2018 |
| Ascend Financial Services, Inc. | Sewell | NJ | 05/1999 | 01/2018 |
| Self-Employed | Sewell | NJ | 06/1986 | 01/2018 |
| Ameriprise Financial Services Inc | Sewell | NJ | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Pitman | NJ | 03/2020 | Present |
Independent Insurance Brokering; amerihealth; 06/01/1989; Health / aetna; 06/01/1989; / horizon; 06/01/1989; / blue cross of pa; 06/01/1989; / cigna; 08/31/2025; Medicare Supplement. Business Ownership; WFM LLC; 100 member; llc for Ameriprise practice; 57 South Broadway, , Pitman, NJ, 08071; Not Investment-Related; 06/01/1989; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-27 |
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