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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-10 |
| TX | RA | APPROVED | 2017-07-07 |
Branch Locations
101 S New York Ave Unit 210, Winter Park, FL 32789 • United States
Altamonte Springs, 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 |
|---|---|---|---|---|
| Morgan Stanley | Winter Park | FL | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Ameriprise Financial Services Inc | Winter Park | FL | 07/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 03/2020 | Present |
Board of Directors; First Tee of Central Florida; Advisory Board Member; 2418 Silver Star, , Orlando, FL, 32804; Not Investment-Related; 04/17/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-13 |
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