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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-12 |
| MI | RA | APPROVED | 2012-11-14 |
| TX | RA | APPROVED | 2012-11-09 |
Branch Locations
412 S Tamiami Trail, Osprey, FL 34229 • United States
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304 • United States
Sarasota, FL • United States
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • 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, Inc. | Novi | MI | 11/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | Present |
Independent Insurance Brokering; aig american general; 01/27/2012; Fixed Annuity / ny life; 01/27/2012; / west coast life; 01/27/2012; / Athene Operating subsidiary?s; 04/13/2020; / Penn Mutual; 04/13/2020; / midland life; 01/27/2012; / Pacific Life; 04/05/2006; . Outside Employment; Pacific Life; Financial Advisor -; These are my trail commissions for policies put in place previously.; P.O. Box 9000Newport Beach, CA 92658, ,; Investment-Related; 01/01/2013; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-15 |
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