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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2022-03-17 |
| FL | RA | APPROVED | 2022-02-10 |
Branch Locations
1619 W Gulf To Lake Hwy, Lecanto, FL 34461 • United States
Denver, CO • United States
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 08/2014 | 05/2018 |
| Pita Pit | Talahassee | FL | 08/2016 | 05/2017 |
| Franklin Templeton Distributors, Inc. | St. Petersburg | FL | 06/2018 | 09/2021 |
| Franklin Templeton Financial Services Corp. | St. Petersburg | FL | 06/2020 | 09/2021 |
| Legg Mason Investor Services, Llc | Baltimore | MD | 07/2021 | 09/2021 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-15 |
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