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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2019-04-02 |
Branch Locations
5811 Pelican Bay Blvd Ste 300, Naples, FL 34108 • United States
200 Broadhollow Rd Ste 302, Melville, NY 11747 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 05/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Naples | FL | 03/2020 | Present |
Business Ownership; Alanna Morey Consulting; Owner; Consulting; 14402 Tuscany Pointe Trail, , Naples, FL, 34120; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Wags to Wishes; Board Member; 254 Ridge Dr, , Naples, FL, 34108; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SWAG Consulting; Consultant - Consult with Joseph De Sena on coaching Ameriprise advisors on practice operations and marketing; ; 3127 Heather Glen Court, , Naples, FL, 34114; Not Investment-Related; 10/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-02 |
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
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