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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
Fort Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Lauderdale | FL | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 09/2022 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 09/2022 | Present |
Board of Directors; BrOWARD 211; Board Member; 3317 NW 10th Terrace STW 403, , Fort LAuderdAle, FL, 33309; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / TNY LLC; Secretary; 2231 SW 16th Terrace, , Fort Lauderdale, FL, 33315; Not Investment-Related; 05/01/2025; 0 hours per month; 0 during trading hours / Boys and Girls Club of Broward County; Executive Board Member; 877 NW 61st Street, , Foer Lauderdale, FL, 33309; Not Investment-Related; 09/19/2022; 10 to 19 hours per month; 1 to 9 during trading hours / First Tee of Broward County; Board Member; 1111 eagle trace blvd, , coral springs, FL, 33071; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-16 |
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