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Devon Bentley Mertz

Ameriprise Financial Services, LLC

Jacksonville, FL

Palatka, FL

Jacksonville, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-15
  • FL RA
    APPROVED
    Since 2021-01-15

Branch Locations

6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216-6220 • United States

510 S Palm Ave, Palatka, FL 32177 • United States

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, L.p. San Diego CA 01/2020 09/2020
Community First Credit Union Of Florida Jacksonville FL 01/2020 09/2020
Community First Credit Union Jacksonville FL 12/2016 09/2020
Florida Central Credit Union Sarasota FL 10/2014 09/2016
Ameriprise Financial Services, Llc Jacksonville FL 01/2021 Present
Unemployed Jacksonville FL 09/2020 01/2021
Unemployed Jacksonville FL 09/2016 12/2016
  • 01/2020 → 09/2020
    Cuso Financial Services, L.p.
    San Diego, CA
  • 01/2020 → 09/2020
    Community First Credit Union Of Florida
    Jacksonville, FL
  • 12/2016 → 09/2020
    Community First Credit Union
    Jacksonville, FL
  • 10/2014 → 09/2016
    Florida Central Credit Union
    Sarasota, FL
  • 01/2021 → Present
    Ameriprise Financial Services, Llc
    Jacksonville, FL
  • 09/2020 → 01/2021
    Unemployed
    Jacksonville, FL
  • 09/2016 → 12/2016
    Unemployed
    Jacksonville, FL
Previous Registrations
  • 2020-08-26 → 2020-09-24
    Cuso Financial Services, L.P.
    San Diego, CA
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-24
  • S66 Uniform Combined State Law Examination
    2020-08-24

View on SEC IAPD

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