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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
2415 Aloma Ave, Winter Park, FL 32792-2519 • United States
Apopka, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Lake Mary | FL | 04/2014 | 03/2019 |
| Jp Morgan Securities Llc | Lake Mary | FL | 05/2014 | 03/2019 |
| Jp Morgan Chase Bank | Lake Mary | FL | 04/2019 | 10/2019 |
| Jp Morgan Securities Llc | Wintersprings | FL | 04/2019 | 02/2023 |
| Jp Morgan Chase Bank, N.A. | Wintersprings | FL | 11/2019 | 02/2023 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 02/2023 | Present |
Outside Employment; Centennial Financial Services; Employee, Wealth Advisor; Dual Program Advisor with AFIG and Centennial Financial Services; 2415 Aloma Avenue, , Winter Park, FL, 32792; Investment-Related; 02/17/2023; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-17 |
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