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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED | 2020-10-23 |
Branch Locations
1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States
Ormond Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2014 | 10/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2015 | 10/2020 |
| Ameriprise Financial Services, Llc | Daytona Beach | FL | 10/2020 | Present |
Board of Directors; United Way; General Board Member; 1530 Cornerstone Blvd. Suite 210, , Daytona Beach, FL, 32117; Not Investment-Related; ; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-27 |
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