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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| FL | RA | APPROVED | 2018-08-31 |
| TN | RA | APPROVED | 2018-06-25 |
Branch Locations
11290 Overseas Hwy, Marathon, FL 33050 • United States
Marathon, 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 |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 03/2012 | 08/2018 |
| Ameriprise Financial Services, Inc. | Marathon | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Marathon | FL | 03/2020 | Present |
Outside Employment; Centennial Bank; Financial Advisor - Financial Advisor for Ameriprise; ; 11290 Overseas Hwy, , Marathon, FL, 33050; Investment-Related; 03/26/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-12 |
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