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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-20 |
| TX | RA | APPROVED | 2020-02-19 |
Branch Locations
101 S New York Ave Unit 210, Winter Park, FL 32789 • United States
Sanford, 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 |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Lake Mary | FL | 09/2013 | 02/2020 |
| Raymond James Financial Services Advisors Inc. | Lake Mary | FL | 09/2013 | 02/2020 |
| Accurate Concrete And Curbing, Llc | Lake Mary | FL | 04/2017 | 09/2018 |
| Ameriprise Financial Services, Inc | Winter Park | FL | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 03/2020 | Present |
Independent Insurance Brokering; American General Life/AIG; 04/17/2020; Term Life.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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