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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| IL | RA | APPROVED | 2019-12-10 |
| FL | RA | APPROVED | 2016-02-19 |
| WI | RA | APPROVED | 2009-06-09 |
Branch Locations
535 E Diehl Rd Ste 270, Naperville, IL 60563-2260 • United States
610 S Tamiami Trl, Osprey, FL 34229 • United States
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240 • United States
541 N Orange Ave, Sarasota, FL 34236 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fond Du Lac | WI | 03/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Lakewood Ranch | FL | 03/2020 | Present |
Business Ownership; The Purser Group; Tax Preparation; Tax Preparation; 212 Palermo Place, , Venice, FL, 34285; Not Investment-Related; 01/11/2016; 10 to 19 hours per month; 1 to 9 during trading hours / Purser Enterprises, LLC; LLC for tax practice- I'm the owner; Tax Preparation; 212 Palermo Place, , Venice, FL, 34285; Not Investment-Related; 01/01/2018; 0 hours per month; 0 during trading hours / The Consultant's Group Inc; Officer for S Corporation for our Ameriprise practice; Ameriprise practice; 6710 Professional Pkwy W Ste 320, , Lakewood Ranch, FL, 34240; Investment-Related; 09/15/2020; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Frank Crum; Private Wealth Advisor - Private Wealth Advisor; ; 6710 Professional Pkwy W Ste 320, , Lakewood Ranch, FL, 34240; Investment-Related; 01/01/2023; 60 hours per month; 40 to 59 during trading hours. Other Business Activities; Sunny Paradise Life LLC; LLC title for new boat; 7931 Lorraine Rd, , Sarasota, FL, 34241; Not Investment-Related; 05/05/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-10 |
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