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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-02
MN RA APPROVED 2021-05-17
TX RA APPROVED_RES 2006-09-28
FL RA APPROVED 1989-07-12
  • GA RA
    APPROVED
    Since 2025-05-02
  • MN RA
    APPROVED
    Since 2021-05-17
  • TX RA
    APPROVED_RES
    Since 2006-09-28
  • FL RA
    APPROVED
    Since 1989-07-12

Branch Locations

2950 Cherokee St Nw Ste 614, Kennesaw, GA 30144-6505 • United States

209 Tabor St, Punta Gorda, FL 33950 • United States

Punta Gorda, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Fort Myers FL 02/1989 03/2020
Ameriprise Financial Services, Llc Punta Gorda FL 03/2020 Present
Other Businesses

Real Estate Ownership; Lot/Land; Mountaintown Creek / Sexton Lane, Ellijay, GA, ,; ; 01/01/2011 / Lot/Land; 209 Tabor Street, , Punta Gorda, FL, 33950; Investment-Related; 01/01/2011. Business Ownership; Peniel Reflection, LLC; Leadership, administration and overseeing of operational components of the LLC.; This LLC is not promoted to the public and it serves the above noted Ameriprise franchises.; 1209 Tabor St, , Punta Gorda, FL, 33950; Investment-Related; 08/27/2021; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Christian Franchise Advisor Network CFAN; Past-President, South Region Champion; Amerirprise Financial Center, , Minneapolis, MN, 55402; Investment-Related; 03/01/2020; 10 to 19 hours per month; 10 to 19 during trading hours / Port Charlotte SDA Church; Elder & Finance Committee Member; 2036 Loveland Blvd, , Port Charlotte, FL, 33980; Investment-Related; 04/01/2023; 1 to 9 hours per month; 0 during trading hours / Advent Health Port Charlotte Board; Member; 2500 Harbor Blvd, , Port Charlotte, FL, 33952; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Peniel Reflection, LLC; Vice President - Leadership/administration as well as oversite on operational components of the LLCThis LLC supports the AMPF franchises of James Nathan Ledbetter and Ed Dancek DBA Horizon Advisors; Entity for administration of Horizon Advisors, a private wealth practice of AMPF; 209 Tabor Street, , Punta Gorda, FL, 33950; Investment-Related; 08/27/2021; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-23
S63 Uniform Securities Agent State Law Examination 1999-07-02
  • S65 Uniform Investment Adviser Law Examination
    2000-02-23
  • S63 Uniform Securities Agent State Law Examination
    1999-07-02
Other Names
  • Ed Dancek

View on SEC IAPD

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