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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-02 |
Branch Locations
101 S New York Ave Unit 210, Winter Park, FL 32789 • United States
Sanford, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lake Mary | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Mary | FL | 11/2016 | 08/2025 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-15 |
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