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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
256 N Kentucky Ave, Lakeland, FL 33801-4976 • United States
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Lakeland | FL | 05/2021 | 05/2023 |
| Southeastern University | Lakeland | FL | 08/2015 | 05/2021 |
| University Of South Florida | Tampa | FL | 01/2015 | 12/2016 |
| Barrow And Powers Financial Services, Inc | Lakeland | FL | 05/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc | Lakeland | FL | 06/2021 | 05/2023 |
| Ameriprise Financial Services, Llc | Lakeland | FL | 05/2023 | Present |
Business Ownership; 5Ten Investments LLC; Owner; Manage Ameriprise Business; 304 E Pine St STE 213, , Lakeland, FL, 33801; Investment-Related; 04/05/2023; 1 to 9 hours per month; 0 during trading hours / Bay & Kentucky; Owner; Real Estate; 256 N Kentucky Ave, , Lakeland, FL, 33801; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Evans Turkey Creek Homeowners Association; Treasurer; 14324 Evans Ranch Rd, , Lakeland, FL, 33809; Not Investment-Related; 04/07/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-29 |
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