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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-02 |
| FL | RA | APPROVED | 2016-10-17 |
Branch Locations
14311 Metropolis Ave Ste 205, Fort Myers, FL 33912 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Asset Management Group, Llc | Fort Myers | FL | 07/2006 | 10/2016 |
| Summit Brokerage Services Inc | Ft Myers | FL | 04/2011 | 10/2016 |
| Summit Financial Group Inc | Ft Myers | FL | 04/2011 | 10/2016 |
| Ameriprise Financial Services, Inc. | Fort Myers | FL | 10/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | Present |
Business Ownership; Private Asset management group, LLC; Business development/ Marketing/ Management, Operations; Consulting; 14311 Metropolis Ave. Ste 205 Ft. Myers, Fl. 33908, ,; Investment-Related; 04/01/2019; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Private Asset management group llc; owner -; purpose to manage operations of the Ameriprise practice; 14311 metropolis ave fort myers fl 33912, ,; Not Investment-Related; 03/03/2006; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Notary; Not charging or advertising to notarize documents. Completed the certification 10/21/2024; 14311 Metropolis Ave Ste 205, , Ft Myers , FL, 33919; Not Investment-Related; 11/01/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-26 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
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