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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| FL | RA | APPROVED | 2024-10-15 |
Branch Locations
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Jacksonville | FL | 05/2024 | Present |
| Sentinel Wealth Managment | Sydney | 07/2021 | 05/2024 | |
| University Of California San Diego | San Diego | CA | 05/2014 | 07/2021 |
Real Estate Ownership; Single Family; 20K / 19 - 21 George Street, , North Strathfield, NSW, , AUS; Investment-Related; 07/01/2009. Business Ownership; Happy Hoops LLC; Owner; Basketball coaching for school aged kids (2nd grade through 6th grade).; 5907 Alamosa Circle, , Jacksonville, FL, 32258; Not Investment-Related; 01/15/2024; 10 to 19 hours per month; 0 during trading hours / Happy French Teacher LLC; I have zero involvement with this business, my wife runs the entire thing on her own.; This is my wife's business. She is an online French teacher and holds lessons with students over the internet.; 5907 Alamosa Circle, , Jacksonville, FL, 32258; Not Investment-Related; 04/15/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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