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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
12319 Ocean Gateway Suite 101, Ocean City, MD 21842-9599 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Ocean City | MD | 10/2006 | 04/2025 |
| Bank Of America, N.A. | Ocean City | MD | 07/2011 | 04/2025 |
| Ameriprise Financial Services Llc | Ocean City | MD | 04/2025 | Present |
Independent Insurance Brokering; Symetra; 04/17/2025; Fixed Annuity. Business Ownership; Allegiant Private Wealth, LLC; Owner; Manage Ameriprise Business; 12319 Ocean Gateway, Suite 101, , Ocean City, MD, 21842; Investment-Related; 03/08/2025; 60 hours per month; 60 during trading hours / Selzer & Associates, LLC; Co-owner; Manage Ameriprise Business; 12319 Ocean Gtwy, Suite 101, Ocean City, MD, 21842; Investment-Related; 07/14/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
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