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Blue Bell, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
Branch Locations
Auburndale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Tampa | FL | 12/2024 | 03/2025 |
| Hammock's Building Maintenance | Winter Haven | FL | 05/2022 | 12/2024 |
| Levi's Farmhouse Furniture | Winter Haven | FL | 12/2017 | 09/2024 |
| Winter Haven High School | Winter Haven | FL | 08/2017 | 04/2019 |
| Discovery Middle School | Lake Alfred | FL | 08/2015 | 05/2017 |
| Modern Wealth Llc | Auburndale | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-02 |
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