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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| FL | RA | APPROVED | 2024-11-19 |
Branch Locations
Boynton Beach, FL • United States
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Philadelphia | PA | 02/2009 | 10/2016 |
| Lpl Financial, Llc | Philadelphia | PA | 10/2016 | 11/2024 |
| Good Life Advisors, Llc | Reading | PA | 10/2016 | 11/2024 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 11/2024 | Present |
Real Estate Ownership; Multi-Family; 1425 Locust Street, Unit 4E, Philadelphia, PA, 19102; Not Investment-Related; 12/01/2015. Business Ownership; DSG Wealth Management; Owner; Shell company that is being wind down from previous employment at RIA.; 8852 Sandy Crest Lan, , Boynton Beach, FL, 33473; Not Investment-Related; 12/01/2017; 0 hours per month; 0 during trading hours. Board of Directors; The Aria Condominium; Treasurer; 1425 Locust Street, , Philadelphia, PA, 19102; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
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