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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-21 |
Branch Locations
100 Ne 3Rd Ave Ste 900, Ft Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2009 | 04/2017 |
| Wells Fargo Clearing Services | Boston | MA | 04/2017 | 11/2020 |
| Wells Fargo Bank | Boston | MA | 04/2017 | 12/2020 |
| Bny Mellon | Miami | FL | 03/2021 | 05/2025 |
| Bny Mellon Securities Corporation | Miami | FL | 10/2022 | 05/2025 |
| Ameriprise Financial Services, Llc | Fort Lauderdale | FL | 05/2025 | Present |
Outside Employment; Comerica N.A.; I am an employee of Comerica N.A. As such I am responsible for business development and relationship management of new and existing clients.; Relationship Manager and Business Development; 100 NE 3rd St, Suite 900, Fort Lauderdale, FL, 33301; Investment-Related; 05/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-20 |
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