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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-17 |
| FL | RA | APPROVED | 2015-03-11 |
Branch Locations
3999 N Harbor City Blvd, Melbourne, FL 32935 • United States
8112 Centralia Ct Ste 105, Leesburg, FL 34788-3701 • United States
13920 N Dale Mabry Hwy, Tampa, FL 33618-2416 • United States
10575 68Th Ave Ste A3, Seminole, FL 33772 • United States
3520 Nw 43Rd St, Gainesville, FL 32606 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 11/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Tampa | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 5036 Shoreway Loop, UNIT 30405, Orlando, FL, 32819; Not Investment-Related; 12/12/2025. Business Ownership; TnT Vista Properties, LLC; Co-owner; Real Estate; 16104 Chancery Pl, , TAMPA, FL, 33613-1072; Not Investment-Related; 12/15/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Byrd Lake Woods Homeowners Association, Inc.; board member; 16108 Chancery Pl Tampa 33613, ,; ; 03/06/2015; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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