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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-27 |
| FL | RA | APPROVED | 2018-01-16 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Jupiter, 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Palm Beach | FL | 01/2009 | 01/2018 |
| Ameriprise Financial Services Inc | Palm Beach Gardens | FL | 01/2018 | 03/2020 |
| Ameriprise Financial Service, Llc | Palm Beach Gardens | FL | 12/2018 | Present |
Board of Directors; The Kings Academy Finance Committee; Finance Committee Member; 8401 Belvedere Rd, West Palm Beach, FL 33411, , West Palm Beach, FL, 33411; Not Investment-Related; 12/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Business Ambassadors BNI; Secretary/Treasurer; 1128 Royal Palm BEach BLvd #418, , Royal Palm Beach, FL, 33411; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Florida Atlantic University Alumni Association; Advisory director; 777 GLades Road Boca Raton FL 33431, , boca raton, FL, 33433; Not Investment-Related; 03/01/2019; 10 to 19 hours per month; 1 to 9 during trading hours / TKA Investment comittee; Member of Kings Academy Investment Comittee; 8401 Belvedere Rd, , West Palm BEach, FL, 33411; Investment-Related; 10/19/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Florida Atlantic University Alumni Association; Vice Chair; 777 Glades Road, , Boca Raton, FL, 33431; Not Investment-Related; 08/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Expert Witness; I have been asked to serve as an expert witness in a potential divorce trial. Testimony would only be around my background and qualifications as a witness in reference to figures involving the 401k accounts; 3801 PGA Blvd, , Poughkeepsie, FL, 33410; Not Investment-Related; 08/12/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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