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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED | 2019-05-03 |
Branch Locations
2225 Hwy A1A South Suite B9, St. Augustine, FL 32080 • United States
405 Georgia St Ste A, Starke, FL 32091 • United States
St Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2012 | 05/2019 |
| Amerprise Financial Services, Inc. | St. Augustine | FL | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | St Augustine | FL | 03/2020 | Present |
Business Ownership; Concho Bolo; as the CEO moving money and tracking the distributions for my taxes. Also holding and documenting board meetings with myself.; Pass through entity for my fee based compensation; 203 Arricola Ave St Augustine FL, ,; Not Investment-Related; 05/03/2017; 0 hours per month; 0 during trading hours. Other Business Activities; Viper77 LLC; LLC for my Airplane. I use it for recreation, but also to train pilots as a Certified Flight Instructor. I have other CFIs that use the plane as well as contractors. Occasionally I use the plane to travel and see clients.; 203 Arricola Ave, , St Augustine, FL, 32080; Not Investment-Related; 03/25/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-18 |
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