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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-02 |
| TX | RA | APPROVED_RES | 2021-09-01 |
Branch Locations
Boynton Beach, FL • United States
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boca Raton | FL | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 08/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 08/2021 | Present |
Business Ownership; Turmail Enterprises LLC; Tax Preparation; Tax Preparation; 8765 Baystone Cove, , Boynton Beach, FL, 33473; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Finally Home Inc.; secretary; 5623 oleander ave, , Fort Pierce, FL, 34982; Not Investment-Related; 09/04/2001; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-18 |
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