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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-28 |
| FL | RA | APPROVED | 2020-10-22 |
Branch Locations
10225 Ulmerton Rd Ste 5B, Largo, FL 33771-3520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2013 | 10/2020 |
| J.L. Peggs Financial & Associates Llc | Seminole | FL | 08/2007 | 10/2020 |
| Retirement Planning Associates | Seminole | FL | 06/2013 | 10/2020 |
| Bencor | Seminole | FL | 06/2013 | 10/2020 |
| F. Britt Barr Llc | Seminole | CA | 12/2007 | 10/2020 |
| U S Employees Benefits Service Group, Llc | Seminole | FL | 01/2015 | 10/2020 |
| Ameriprise Financial Services, Llc | Seminole | FL | 10/2020 | Present |
Other Business Activities; Sentinel Security Life; Remain the servicing agent on policy that I had previous to joining Ameriprise financial. No new sales moving forward strictly being the servicing agent only.; 10410 Seminole Blvd., , Seminole, FL, 33778; Not Investment-Related; 01/25/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-10 |
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