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Isabella Whaley

Ameriprise Financial Services, LLC

Osprey, FL

Lakewood Ranch, FL

Bradenton, FL

Bradenton, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
FL RA APPROVED 2020-12-16
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2020-12-16

Branch Locations

610 S Tamiami Trl, Osprey, FL 34229 • United States

6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240 • United States

11065 Gatewood Dr Unit C-103, Bradenton, FL 34211 • United States

1111 3Rd Ave W Ste 260, Bradenton, FL 34205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida State University Tallahassee FL 08/2014 12/2018
Margaret Good Campaign Sarasota FL 02/2019 04/2019
Ameriprise Financial Services, Inc Bradenton FL 04/2019 03/2020
Ameriprise Financial Services, Llc Bradenton FL 03/2020 Present
  • 08/2014 → 12/2018
    Florida State University
    Tallahassee, FL
  • 02/2019 → 04/2019
    Margaret Good Campaign
    Sarasota, FL
  • 04/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Bradenton, FL
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Bradenton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-17
  • S66 Uniform Combined State Law Examination
    2020-09-17
Other Names
  • Isabella M Whaley
  • Isabella Melinda Whaley

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Osprey, FL
EQUITABLE ADVISORS, LLC · OSPREY, FL
SARASOTA CAPITAL STRATEGIES,INC. · OSPREY, FL
EDWARD JONES · OSPREY, FL
PARACCA FINANCIAL GROUP · OSPREY, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Osprey, FL
ASCENTIS INDEPENDENT ADVISORS, LLC · Osprey, FL
J.P. MORGAN SECURITIES LLC · Nokomis, FL

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