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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| TN | RA | APPROVED | 2021-08-18 |
| FL | RA | APPROVED | 2021-08-11 |
Branch Locations
2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States
1309 Kalmia Rd, Knoxville, TN 37909 • United States
Apopka, FL • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services | Orlando | FL | 07/2005 | 04/2019 |
| Unemployed | Orlando | FL | 05/2019 | 01/2021 |
| Lpl Financial, Llc | Maitland | FL | 02/2021 | 08/2021 |
| Merit Financial Group, Llc | Maitland | FL | 03/2021 | 04/2021 |
| Ameriprise Financial Services Llc | Orlando | FL | 08/2021 | Present |
Real Estate Ownership; Condo Townhome; 300 E. South St #1013, , Orlando, FL, 32801; Not Investment-Related; 01/01/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
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