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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
412 S Tamiami Trail, Osprey, FL 34229 • United States
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2020 | 03/2026 |
| Behavioral Healthcare Providers | Golden Valley | MN | 02/2001 | 05/2020 |
| Ameriprise Financial Services, Llc | Osprey | FL | 03/2026 | Present |
Board of Directors; Centerstone, Florida Board; Board Chair; 379 6th Ave W, , Bradenton, FL, 34205; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Sarasota Lacrosse Club (Water Dragons Lacrosse); Member at large; 741 Shorecrest Dr, , , Sarasota, FL 34240-1404, FL, 34232-2489; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
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