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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED_RES | 2024-02-02 |
Branch Locations
4502 E Hwy 20 Suite B, Niceville, FL 32578-9755 • United States
Niceville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management, Llp | Niceville | FL | 11/2003 | 02/2024 |
| Sagepoint Financial, Inc | Niceville | FL | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Niceville | FL | 09/2023 | 02/2024 |
| Ameriprise Financial Services | Niceville | FL | 02/2024 | 02/2024 |
| Ameriprise Financial Services, Llc | Niceville | FL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Niceville | FL | 02/2024 | Present |
Outside Employment; roseville wealth management; i am an associate advisor with ameriprise, work with clients on financial planning and portfolio management.; Manage advisory business; 4502 E. Hwy. 20, suite B, , niceville, FL, 32578; Investment-Related; 02/02/2024; 60 hours per month; 60 during trading hours. Other Business Activities; AGMD, Inc.; AGMD, Inc. ? this is a private family corp. registered as a "s" corp I use to run insurance trails through. My Spouse also used to do some DNA consulting and we ran that through it. In the future I will use this corp. to run my Ameriprise / Roseville commissions through to avoid being registered as a sole proprietor for tax purposes.; 4502 E. Hwy. 20, suite B, , niceville, FL, 32578; Not Investment-Related; 02/02/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Wealth Management, LLP; Wealth Management, LLP ? this is the partnership that Roseville bought into for the purchase of my partner's book of business when we did the transition. Not investment related.; 4502 E. Hwy. 20, suite B, , niceville, FL, 32578; Not Investment-Related; 01/19/2001; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-13 |
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