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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-09-25
TX RA APPROVED 2017-09-22
  • FL RA
    APPROVED
    Since 2017-09-25
  • TX RA
    APPROVED
    Since 2017-09-22

Branch Locations

1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States

Daytona Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2007 → 09/2017
    Raymond James Financial Services
    Ormond Beach, FL
  • 11/2009 → 09/2017
    United Healthcare Sales
    Ormond Beach, FL
  • 01/2008 → 09/2017
    Greg Wynn Financial Services, Inc
    Ormond Beach, FL
  • 04/2010 → 09/2017
    Clc, Inc.
    Daytona Beach, FL
  • 01/2009 → 09/2017
    Ormond Beach, FL
  • 05/2011 → 09/2017
    Qualus Business Ownership Solutions
    Ormond Beach, FL
  • 01/2012 → 09/2017
    Insurance-Non Variable
    Ormond Beach, FL
  • 09/2017 → 03/2020
    Ameriprise Financial Services Inc
    Daytona Beach, FL
  • 03/2020 → Present
    Daytona Beach, FL
Previous Registrations
  • 2009-04-13 → 2017-09-26
    Ormond Beach, FL
  • 2011-03-23 → 2011-10-14
    Wynn Financial Consulting Group
    Ormond Beach, FL
  • 2008-01-17 → 2009-10-10
    Raymond James Financial Services, Inc.
    Ormond Beach, FL
  • 2000-12-15 → 2008-01-07
    Truist Investment Services, Inc.
    South Daytona, FL
    Port Orange, FL
    Daytona Beach Shores, FL
    Daytona Beach Shores, FL
    Port Orange, FL
    Daytona Beach, FL
    New Smyrna Beach, FL
    Edgewater, FL
    New Smyrna Beach, FL
    Daytona Beach, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-11-21
S65 Uniform Investment Adviser Law Examination 1996-11-21
  • S63 Uniform Securities Agent State Law Examination
    1996-11-21
  • S65 Uniform Investment Adviser Law Examination
    1996-11-21
Designations
Other Names
  • Erin E Wynn
  • Erin Wynn Masters
  • Erin Elaine Wynn

View on SEC IAPD

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