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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-09 |
| FL | RA | APPROVED | 2026-06-08 |
| NY | RA | APPROVED | 2026-06-05 |
Branch Locations
200 Broadhollow Rd Ste 302, Melville, NY 11747 • United States
5811 Pelican Bay Blvd Ste 300, Naples, FL 34108 • 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, Llc | Naples | FL | 06/2026 | Present |
| Wells Fargo Advisors Llc | Woodbury | NY | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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