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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-10-23 |
| TX | RA | APPROVED_RES | 2007-02-09 |
| IL | RA | APPROVED | 2005-11-16 |
Branch Locations
3102 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082-5037 • United States
1390 N Hancock Rd Ste 102, Clermont, FL 34711 • United States
10 Florida Park Drive N Ste D, Palm Coast, FL 32137 • United States
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 • United States
1400 Hand Ave Ste P, Ormond Beach, FL 32174 • United States
1555 Kingsley Ave Ste 304, Orange Park, FL 32073 • United States
7317 Merchant Ct Ste B, Lakewood Ranch, FL 34240 • United States
24 Nw 33Rd Court Suite B, Gainesville, FL 32607 • United States
256 N Kentucky Ave, Lakeland, FL 33801-4976 • United States
Ormond Beach, FL • United States
10225 Ulmerton Rd Ste 5B, Largo, FL 33771-3520 • 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. | Palm Coast | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Palm Coast | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 528 n halifax av, , daytona beach, FL, 32110; Not Investment-Related; 09/29/2023 / Commercial; 518 n Halifax , , daytona beach, FL, 32110; Not Investment-Related; 03/01/2018. Business Ownership; Golarwash Labs and Records LLC; ; This was an entity set up to receive music royalties from the band I am involved with that has already been disclosed. I submitted a letter of release when Ronald Primeuax became a financial planning client because the band predated the business relationship. The entity was set up because after years of self releasing albums we received lincensing fees on our material.; 203 Marguerite Blvd. Lafayette La. 70503, ,; Not Investment-Related; 06/01/2010; 0 hours per month; 0 during trading hours / Quantum Tree Music Studios LLC; I will be recording my original compositions and possibly help others record their projects.; I receive royalties from music sales and licensing from Golar Wash LLC. I plan to use this studio space to release more music and possibly record other bands. This is major passion of mine. My partner will be Brian Monohan another local musician who is not an Ameriprise client.; 518 n halifax av, , daytona beach, FL, 32110; Not Investment-Related; 03/15/2017; 1 to 9 hours per month; 0 during trading hours / Eva-Kas LLC; This llc was set up to mange the real estate assets of the practice.; real estate; 1007 CAMELLIA BOULEVARD, , LAFAYETTE, LA, 70508; Not Investment-Related; 03/21/2022; 1 to 9 hours per month; 0 during trading hours / Daytona Beach Drum Center; Co-owner; Retail; 2252 S Ridgewood Ave, , South Daytona, FL, 32119; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 0 during trading hours / Saroj Kasturi PA; Owner; I use this PA to handle management, employees, expenses and accounting for my Ameriprise office in Palm Coast; 3 wild creek way , , ormond beach, FL, 32174; Not Investment-Related; 10/11/2012; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Florida Office Park Condominium Association; board member; 411 s central ave. ste BFlagler Beach, FL 32136, ,; Not Investment-Related; 05/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; XFA COACH; I am going to offer practice consulting services on mergers and acquisitions through XFA. My AFA and managing director will also be working with XFA and has submitted her own OBA request. I will be a contractor of XFA and will be compensated by them.; I am going to offer practice consulting services on mergers and acquisitions through XFA. I will be a contractor of XFA and will be compensated by them.; 717 chesapeake Place, , Greenville, NC, 27858; Not Investment-Related; 03/16/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; band/ golar wash labs and records llc; I play drums in a band- sometimes for money. we also record and distribute our music.; n/a, ,; ; 01/05/2009; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
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