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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED | 2022-11-04 |
Branch Locations
6550 N. Wickham Rd., Ste. 1, Melbourne, FL 32940-2038 • United States
Melbourne, 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Melbourne | FL | 08/2006 | 11/2022 |
| Ameriprise Financial Services, Llc | Melbourne | FL | 11/2022 | Present |
Real Estate Ownership; Commercial; 6550 N. Wickham Rd, , Melbourne, FL, 32940; Investment-Related; 01/01/2014. Business Ownership; ADB Real Estate, LLC; Collect Rents and maintain facility; Maintains Rental offices; 6550 N. Wickham Rd. Suite 1, , Melbourne, FL, 32940; Investment-Related; 11/12/2013; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Boys and Girls Club of Brevard; Board Member; 1824 Temple Terrace, , Melbourne, FL, 32935; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours / Brevard Association for the Advancement of the Blind; Board Member; 674 S Patrick Drive, , Satellite Beach, FL, 32937; Not Investment-Related; 01/16/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-20 |
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