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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-04 |
Branch Locations
7125 Turner Rd Ste 101, Rockledge, FL 32955 • United States
6550 N. Wickham Rd., Ste. 1, Melbourne, FL 32940-2038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne | FL | 06/2015 | 09/2024 |
| Bank Of America, N.A. | Melbourne | FL | 12/2015 | 09/2024 |
| Ameriprise Financial Services, Llc | Palm Bay | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-29 |
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