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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED | 2020-10-06 |
| FL | RA | APPROVED | 2020-01-08 |
| CT | RA | APPROVED | 2007-11-01 |
Branch Locations
37 Broadway, North Haven, CT 06473 • United States
220 Nocatee Village Dr, Ponte Vedra, FL 32081 • United States
St Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Woodbridge | CT | 05/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Ponte Vedra | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 15 round table lane, palm coast FL, ,; Investment-Related; 02/01/2013 / Commercial; TBD, , ponte vendra, FL, 00000; Not Investment-Related; 08/15/2021 / second home. It is a townhome, end unit; 75 Harbour view place unit 30, , stratford, CT, 06615; Not Investment-Related; 08/31/2021. Independent Insurance Brokering; Guardian Life; 02/01/2016; Universal Life. Business Ownership; Porto Realty, LLC; It is a LLC that will hold commercial real estate. I will be charging and collecting rent on a triple net lease; It is a simple LLC that will hold rental properties. there is no income generated yet but I will put 5k plus as that is my goal; 200 nocatee parkway, , ponte vedra, FL, 32081; Investment-Related; 08/27/2021; 1 to 9 hours per month; 1 to 9 during trading hours / JP Porto Management; Transitioning to AFG. Accountant suggested opening up an S Corp for the business.; Management; 209 rum runner way, , st johns, FL, 32259; Investment-Related; 03/09/2022; 10 to 19 hours per month; 10 to 19 during trading hours / Elevate Futbol; My wife owns it..; Soccer coaching; 209 rum runner way, , Saint Johns, FL, 32259; Not Investment-Related; 03/03/2026; 0 hours per month; 0 during trading hours / Integrity Tax Solutions; Co-owner; Tax Preparation; 133 gourd Island Way, , St Johns, FL, 32259; Not Investment-Related; 02/01/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; JP Porto Management; Owner - Management company for AFG; ; 209 rum runner way, , st johns, FL, 32259; Investment-Related; 03/09/2022; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-31 |
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