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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-13 |
| FL | RA | APPROVED | 2024-11-25 |
Branch Locations
1700 Se 17Th St Ste 330, Ocala, FL 34471 • United States
24 Nw 33Rd Court Suite B, Gainesville, FL 32607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Ocala | FL | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 10/2010 | 08/2021 |
| Bbva Wealth Solutions Inc. | Ocala | FL | 10/2016 | 08/2021 |
| Pnc Investments | Ocala | FL | 08/2021 | 11/2024 |
| Ameriprise Financial Services, Llc | Gainesville | FL | 11/2024 | Present |
Real Estate Ownership; Single Family; TOMMY RUSSELL RD, BLACK SOUND, GREEN TURTLE CAY, ABACO BAHAMAS, , BHS; Not Investment-Related; 07/16/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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