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1099 W Morse Blvd, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Orlando | FL | 09/2014 | 06/2020 |
| Fortress Wealth Group, Llc | Orlando | FL | 06/2020 | Present |
Real Estate Ownership; Commercial; Orlando FL 32803; Investment related; Aug 2014/ Multi-Family; New Smyrna Beach, FL 32169; Not investment related; Jan 2020. Business Ownership; North Magnolia Properties; Member/Partner; Rental Real Estate; Orlando Fl 32803; Investment related; Oct 2014; 1-9 hours per month; 1-9 during trading hours/ Armonia / Celebrity Press Publishing; Producer / Director; Producer / Director / Film - Celebrity Press; Winter Park Fl 32789; Not investment related; April 2015; 0 hours per month; 0 during trading hours. Tax Activities; McDirmit Davis; Professional Alliance Program approved Through Ameriprise Financial; Not investment related; Jan 2015. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-13 |
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