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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 | 2015-10-07 |
Branch Locations
5401 S Kirkman Rd Ste 310, Orlando, FL 32819 • United States
Windermere, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Orlando | FL | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | Present |
Outside Employment; Franserv; coach -; business coach; 6342 cartmel lane windermere, fl. 34786, ,; Not Investment-Related; 12/31/2017; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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