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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED_RES | 2024-12-06 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
Wellington, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 03/2016 | 12/2024 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 12/2024 | Present |
Real Estate Ownership; Single Family; 192 Long Drive, , Daniels, WV, 25832; Investment-Related; 12/06/2024. Business Ownership; Shark Pool & Spa Inc, LLC; Co-owner; Pool cleaning business; 15450 Hawker Lane, , Wellington, FL, 33414; Not Investment-Related; 11/20/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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