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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-10-01 |
Branch Locations
2700 N Military Trl Ste 390, Boca Raton, FL 33431 • United States
Port Saint Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 04/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | Present |
Business Ownership; 42 Roses LLC; Owner; Administrative services; 10300 SW Velorum Way , , Port St Lucie, FL, 34987; Investment-Related; 04/25/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Women's Club of Telaro; Chair of Speaker and Education Committee; 10400 SW Miraflores Blvd, , Port St Lucie, FL, 34987; Not Investment-Related; 04/16/2026; 1 to 9 hours per month; 0 during trading hours / Telaro Volunteer Club; Vice President; 10400 SW Miraflores Blvd, , Port St Lucie, FL, 34987; Not Investment-Related; 04/30/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SRA Partners LLC; Operations; Manage advisory business; 2700 N Military Trail, Suite 390, Boca Raton, FL, 33431; Investment-Related; 07/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
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