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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2016-02-08 |
| TX | RA | APPROVED | 2016-02-02 |
| FL | RA | APPROVED | 2015-10-05 |
Branch Locations
2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Orlando | FL | 02/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | Present |
Independent Insurance Brokering; Mass Mutual; 02/03/2020; / Transamerica; 09/21/2021; / John Hancock; 09/21/2021; / American National; 09/21/2021; / AXA; 02/03/2020; / Gerber; 09/21/2021; / Lincoln Financial; 02/03/2020; Disability Income / Protective; 09/21/2021; . Business Ownership; Practice Solutions Consolidated Group, LLC; Co-owner; Manage Ameriprise Business; 371 Fountain View Circle, , Alcoa, TN, 37701; Investment-Related; 07/15/2024; 60 hours per month; 60 during trading hours / ELT Property Group LLC; Co-owner; Real Estate; 1013 Centre Rd 403 S , , Wilmington , DE, 19805; Investment-Related; 10/02/2025; 0 hours per month; 0 during trading hours. Board of Directors; Orlando Health Foundation Philanthropy Council; Member Counsil; 3160 Southgate Commerce Blvd suite 50, , otlando, FL, 32806; Not Investment-Related; 02/25/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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