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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
13920 N Dale Mabry Hwy, Tampa, FL 33618-2416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2018 | 12/2022 |
| Aflac | Madison | WI | 06/2017 | 10/2017 |
| Legsonly | Madison | WI | 10/2016 | 11/2017 |
| Wisconsin Union Hotel | Madison | WI | 06/2016 | 12/2016 |
| Uw - Madison | Madison | WI | 08/2014 | 05/2018 |
| Ameriprise Financial Services, Llc | Tampa | FL | 01/2023 | Present |
Outside Employment; Carrollwood Administrative Services LLC; I am an employee; This LLC pays my payroll for my administrative job duties with my Ameriprise advisor; 13920 N Dale Mabry Hwy, , Tampa, FL, 33618; Investment-Related; 10/02/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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