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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-09-18 |
| FL | RA | APPROVED | 2006-11-27 |
Branch Locations
2700 N Military Trl Ste 390, Boca Raton, FL 33431 • United States
3820 Colonial Blvd Ste 200, Fort Myers, FL 33966 • United States
14520 Main St, Alachua, FL 32615 • United States
Boca Raton, FL • United States
4440 Pga Blvd Ste 600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boca Raton | FL | 08/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | Present |
Independent Insurance Brokering; UNUM; 11/25/2019; Long Term Care. Business Ownership; SRA Partners, LLC; Owner; Operations; 2700 N. Military Trail, Ste 390, , Boca Raton, FL, 33431; Not Investment-Related; 07/01/2022; 20 to 39 hours per month; 20 to 39 during trading hours / South Florida Tax Solutions, LLC; Owner; Tax Preparation; 2700 N. Military Trail, Ste 390, Boca Raton, FL, 33431; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / SRA Team, LLC; Owner; Operations. This entity is the parent company to SRA Partners, LLC.; 2700 N. Military Trail, Ste 390, , Boca Raton, FL, 33431; Not Investment-Related; 02/12/2019; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; SRA Partners, LLC; Owner; Manage advisory business; 2700 N. Military Trail, Ste 390, Boca Raton, FL, 33431; Investment-Related; 07/01/2022; 20 to 39 hours per month; 20 to 39 during trading hours / SRA Team, LLC; Owner; Manage advisory business; 2700 N. Military Trail, Ste 390, Boca Raton, FL, 33431; Investment-Related; 02/12/2019; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Playing professional pickleball; I am playing in professional pickleball events and tournaments.; 2847 Banyan Blvd Cir NW, , Boca Raton, FL, 33431; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
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