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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
1502 North Donnelly Street, Suite 106B, Mount Dora, FL 32757 • United States
255 S. Orange Avenue, Suite 1800, Orlando, FL 32801 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Eustis, FL • United States
1 disclosure category 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 | 01/2013 | 03/2023 |
| Eversource Wealth Advisors, Llc | Eustis | FL | 03/2023 | Present |
Board of Directors; Character 4 Kids, Inc; President; Eustis, FL 32736; Not Investment Related; January 2020; 1-9 hours per month; 1-9 during trading hours. Other Business Activities; Author; Write fiction and non-fiction books; Write novels that are sold in person or via website: www.ryannwattersbooks.com; Eustis, FL 32736; Not Investment Related; January 2016; 1-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-30 |
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