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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| KY | RA | APPROVED | 2016-12-19 |
| FL | RA | APPROVED | 2016-07-01 |
Branch Locations
Ponte Vedra Beach, FL • United States
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 06/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 6817 Southpoint Parkway, Suite 1003 & 1004, , Jacksonville, FL, 32216; Not Investment-Related; 06/10/2020. Business Ownership; JB Real Estate LLC; Co-owner; real estate; 6817 Southpoint Parkway, Suite 1003 and 1004, , Jacksonville, FL, 32216; Not Investment-Related; 06/10/2020; 1 to 9 hours per month; 0 during trading hours / JBJ Realty; Co-owner; This LLC was created to assist myself and my partner Brandon Flynn, with the management of our practice at Ameriprise as it pertains to the real estate that we jointly own.; 6817 Southpoint Parkway, Suite 1001, , Jacksonville, FL, 32216; Not Investment-Related; 11/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / JBJ Financial; Co-owner; Manage Ameriprise Business; 6817 Southpoint Parkway, Suite 1001, Jacksonville, FL 32216, , Jacksonville, FL, 32216; Not Investment-Related; 11/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / JB Florida Enterprises LLC; Co-owner; Brandon and I created this LLC to assist us with paying loans and notes that were created from an acquisition we did in September 2020 from an external advisor who was retiring. We used the LLC to put money into to pay the monthly loan payments to Live Oak Bank and to pay the note payable to the seller. Eventually we were able to refinance the loan from Live Oak Bank to be held directly at Ameriprise Lending. So now we only use this LLC primarily to pay the note back to the seller.; 6817 Southpoint Parkway, Suite 1003 & 1004, , Jacksonville, FL, 32216; Not Investment-Related; 06/10/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
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