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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-25 |
| TX | RA | APPROVED | 2017-09-22 |
Branch Locations
1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States
Daytona Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ormond Beach | FL | 12/2007 | 09/2017 |
| United Healthcare Sales | Ormond Beach | FL | 11/2009 | 09/2017 |
| Greg Wynn Financial Services, Inc | Ormond Beach | FL | 01/2008 | 09/2017 |
| Clc, Inc. | Daytona Beach | FL | 04/2010 | 09/2017 |
| Raymond James Financial Services Advisors, Inc. | Ormond Beach | FL | 01/2009 | 09/2017 |
| Qualus Business Ownership Solutions | Ormond Beach | FL | 05/2011 | 09/2017 |
| Insurance-Non Variable | Ormond Beach | FL | 01/2012 | 09/2017 |
| Ameriprise Financial Services Inc | Daytona Beach | FL | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Daytona Beach | FL | 03/2020 | Present |
Independent Insurance Brokering; Jackson Life; 09/22/2017; / Allstate; 09/22/2017; / Great American; 09/22/2017; / Midland; 09/22/2017; / State Life One America; 09/22/2017; . Business Ownership; Other; Other; 3308 Westmeath Drive, , Ormond Beach, FL, 32174; Not Investment-Related; 09/22/2017; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Outside Employment; Outside Employment; United Healthcare; Other; 1450 N. US1 Suite 600, , ** not provided **, N/A, 00000; Not Investment-Related; 10/01/2008; 1 to 9 during trading hours; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-21 |
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