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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
Delray Beach, FL • United States
Delray Beach, FL • United States
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Naples High School | Naples | FL | 05/2012 | 05/2019 |
| Florida Atlantic University | Boca Raton | FL | 08/2019 | 05/2023 |
| Meridian Cafe | Naples | FL | 01/2019 | 12/2020 |
| Oppenheimer & Co. Inc. | Boca Raton | FL | 09/2021 | 10/2025 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
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