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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
7317 Merchant Ct Ste B, Lakewood Ranch, FL 34240 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lakewood Ranch | FL | 07/2020 | Present |
| Chase Bank | Venice | FL | 10/2017 | 07/2020 |
| Drb Capital | Delray Beach | FL | 01/2007 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
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