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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-28 |
| FL | RA | APPROVED | 2016-08-12 |
Branch Locations
1390 N Hancock Rd Ste 102, Clermont, FL 34711 • United States
7317 Merchant Ct Ste B, Lakewood Ranch, FL 34240 • United States
28943 Wesley Chapel Blvd, Wesley Chapel, FL 33543 • United States
Wesley Chapel, FL • United States
1700 Se 17Th St Ste 330, Ocala, FL 34471 • United States
10225 Ulmerton Rd Ste 5B, Largo, FL 33771-3520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | The Villages | FL | 06/2016 | 03/2020 |
| Ameriprise Financial Service, Llc | Seminole | FL | 06/2016 | Present |
Business Ownership; Professional Alliance Consultants, LLC; I will be helping start-up and small businesses to develop business plans to include Key Performance Indicators to track and measure sales and marketing efforts. This business will not involve AMP clients, software, material.; Consulting; 1252 Caladesi Dr, Wesley Chapel FL 33544, ,; Not Investment-Related; 08/01/2019; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-28 |
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