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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
Branch Locations
Boca Raton, FL • United States
3820 Colonial Blvd Ste 200, Fort Myers, FL 33966 • United States
2700 N Military Trl Ste 390, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 02/2021 | 10/2024 |
| Northwestern Mutual | Palm Beach Gardens | FL | 08/2020 | 02/2021 |
| Jp Morgan Chase | East Lansing | MI | 08/2019 | 07/2020 |
| Storage Squad | East Lansing | MI | 03/2017 | 08/2019 |
| Daxko Llc | Chicago | IL | 01/2021 | 02/2021 |
| Michigan State Federal Credit Union | East Lansing | MI | 07/2018 | 11/2018 |
| Statefarm | East Lansing | MI | 08/2016 | 12/2016 |
| Bank Of America N.A. | Chicago | IL | 05/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 10/2024 | Present |
Outside Employment; South Florida Tax Solutions, LLC.; Enrolled Agent- preparing tax returns for clients.; Tax Preparation; 2700 N Military Trail, , Boca Raton, FL, 33431; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
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