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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-02 |
| FL | RA | APPROVED | 2018-10-23 |
| TX | RA | APPROVED | 2018-10-19 |
Branch Locations
11065 Gatewood Dr Unit C-103, Bradenton, FL 34211 • United States
Parrish, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Bradenton | FL | 11/2004 | 10/2018 |
| Pruco Securities, Llc | Bradenton | FL | 11/2004 | 10/2018 |
| Ameriprise Financial Services, Inc. | Bradenton | FL | 10/2018 | 03/2020 |
| Ameriprise Financial Service, Llc | Bradenton | FL | 10/2018 | Present |
Real Estate Ownership; Commercial; 11065 Gatewood Drive, Unit 101, , Bradenton, FL, 34211; Not Investment-Related; 10/01/2004 / Commercial; 11065 Gatewood Drive, Unit C103 and C104, Bradenton, FL 34211, ,; Not Investment-Related; 10/01/2004. Business Ownership; Tidemark Financial Services and Insurance LLC; manage firm; my LLC for accounting for my 1099 as planner; 11065 Gatewood Drive Unit C103Bradenton FL 34211, ,; Investment-Related; 10/01/2004; 60 hours per month; 60 during trading hours / Samanda's Plans LLC; member, investor, land lord; This LLC is for asset protection and the ownership of commercial properties we want to invest in.; 11065 Gatewood Drive, Unit C104, , Bradenton, FL, 34211; Investment-Related; 08/13/2019; 0 hours per month; 0 during trading hours. Outside Employment; The Consultants Group, Inc.; Financial Planner; Manage advisory business; 6710 Professional Parkway W, , LAKEWOOD RANCH, FL, 34240; Investment-Related; 11/20/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-12 |
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