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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-07-30 |
Branch Locations
1206 Millennium Pkwy Ste 2001, Brandon, FL 33511 • United States
Lithia, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Brandon | FL | 07/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Brandon | FL | 03/2020 | Present |
Real Estate Ownership; Lot/Land; The Bluffs, Collettesville, North Carolina, , ** not provided **, N/A, 00000; Investment-Related; 07/01/2009 / Lot/Land; Minnesota property, , ** not provided **, N/A, 00000; Investment-Related; 10/01/1993 / Single Family; Wildwood Trail, , Mineral Bluff, GA, 30559; Investment-Related; 09/20/2019 / Single Family; 1110 Summer Breeze Drive, , Brandon, FL, 33511; Investment-Related; 11/01/2016. Independent Insurance Brokering; Centene/Wellcare; 05/02/2016; Health (A.M. Best Rating not required for this product type) / Humana; 06/18/2014; / Optimum Healtcare; 06/01/2014; . Other Business Activities; Sales of Medicare Advantage plans; I periodically use my health insurance license to sell MA plans. This is done via a marketing organization called FMO Tampa; 5411 Beaumont Center Blvd, Su. 716, Tampa, FL, 33634; Not Investment-Related; 07/22/2013; 1 to 9 during trading hours; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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