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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-07 |
| FL | RA | APPROVED | 2021-12-17 |
Branch Locations
3102 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082-5037 • United States
10 Florida Park Drive N Ste D, Palm Coast, FL 32137 • United States
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Palm Coast | FL | 11/2021 | Present |
| Wells Fargo Bank | Jacksonville | FL | 04/2005 | 10/2021 |
| Wells Fargo | Jacksonville, | FL | 04/2004 | 10/2021 |
Real Estate Ownership; Lot/Land; 113 Lost Beach Lane, , Ponte Vedra Beach, FL, 32082; Not Investment-Related; 01/01/2023 / Multi-Family; 695 A1A N , Unit 68, Ponte Vedra Beach, FL, 32082; Not Investment-Related; 06/01/2024. Board of Directors; BOD Kiwanis of Ponte Vedra; President; 101 Antler Point Ct, , Ponte Vedra Beach, DC, 32082; Not Investment-Related; 05/12/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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