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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-12 |
| TX | RA | APPROVED_RES | 2016-09-09 |
Branch Locations
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Jacksonville | FL | 06/2003 | 09/2016 |
| Metlife Securities, Inc. | Jacksonville | FL | 06/2003 | 09/2016 |
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 09/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 03/2020 | Present |
Independent Insurance Brokering; MetLife/Brighthouse; 09/09/2016; Whole Life, Long Term Care, Universal Life, Disability Income, Group, Fixed Annuity. Business Ownership; JBJ Financial LLC; Help manage the practice.; Financial Planning and asset management; 6817 Southpoint Pkwy #1001, , Jacksonville, FL, 32216; Investment-Related; 09/09/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-21 |
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