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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
207 E Livingston St, Orlando, FL 32801-1508 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Apopka | FL | 12/2019 | 11/2024 |
| Target | Stuarts Draft | VA | 10/2018 | 12/2019 |
| Enterprise Rent A Car | Lexington | VA | 08/2014 | 09/2018 |
| Merrill Lynch | Lake Mary | FL | 11/2024 | 01/2026 |
| Bank Of America Na | Lake Mary | FL | 01/2025 | 01/2026 |
| Edward Jones | St Louis | MO | 01/2026 | 08/2026 |
| Ameriprise Financial Services, Llc | Orlando | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
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