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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| FL | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
2915 Kerry Forest Pkwy, Tallahassee, FL 32309-7802 • United States
3774 Old Us 41 N, Valdosta, GA 31602-6834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital City Banc | Tallahassee | FL | 10/2014 | 02/2026 |
| Invest Financial Corporation | Tampa | FL | 10/2014 | 02/2018 |
| Lpl Financial, Llc | Tallahassee | FL | 02/2018 | 02/2026 |
| Ameriprise Financial Services, Llc | Tallahassee | FL | 02/2026 | Present |
Real Estate Ownership; Single Family; 359 Whetherbine Way East, , Tallahassee, FL, 32301; Investment-Related; 04/01/2007 / Single Family; 8560 Hannary Circle, , Tallahassee, FL, 32312; Investment-Related; 07/01/2020. Independent Insurance Brokering; Prosperity: S.USA Life Insurance Company, Inc.; 02/19/2026; Fixed Annuity. Outside Employment; Colony Bank; Financial Advisor; Providing financial planning advice.; 2915 Kerry Forrest Parkway, Suite 501, Tallahassee, FL, 32309; Investment-Related; 02/13/2026; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-19 |
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