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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-16 |
| FL | RA | APPROVED | 2022-02-03 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 04/2019 |
| Raymond James & Associates, Inc. | The Villages | FL | 04/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2019 | 01/2020 |
| Ameriprise Financial Services Inc | Boca Raton | FL | 01/2020 | 03/2021 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 03/2021 | 01/2022 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-18 |
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