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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-04 |
Branch Locations
1390 N Hancock Rd Ste 102, Clermont, FL 34711 • United States
24 Nw 33Rd Court Suite B, Gainesville, FL 32607 • United States
Montverde, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Orlando | FL | 08/2012 | 09/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2012 | 09/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2016 | 09/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2018 | 07/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2018 | 07/2019 |
| Ameriprise Financial Services, Llc | Clermont | FL | 07/2023 | Present |
| Argent Trust | Winter Garden | FL | 07/2019 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-01 |
| S66 | Uniform Combined State Law Examination | 2016-11-07 |
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