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Terrence Clark Porter

Ameriprise Financial Services, LLC

Fort Myers, FL

Fort Myers, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-21
TX RA APPROVED 2021-05-20
  • FL RA
    APPROVED
    Since 2021-05-21
  • TX RA
    APPROVED
    Since 2021-05-20

Branch Locations

12800 University Dr Ste 105, Fort Myers, FL 33907 • United States

Fort Myers, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Fort Myers FL 02/2016 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 06/2017 05/2021
Ameriprise Financial Services, Llc Fort Myers FL 05/2021 Present
Previous Registrations
  • 2016-03-16 → 2021-05-24
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Fort Myers, FL
    North Port, FL
    North Port, FL
    Venice, FL
    Bonita Springs, FL
    North Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
  • 2016-01-20 → 2016-02-22
    Waddell & Reed
    San Diego, CA
  • 2003-08-20 → 2005-12-02
    First Allied Securities, Inc.
    Naples, FL
  • 1998-02-12 → 2003-06-03
    Citigroup Global Markets Inc.
    Ft. Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
S65 Uniform Investment Adviser Law Examination 1994-12-09
S63 Uniform Securities Agent State Law Examination 1993-10-21
  • S66 Uniform Combined State Law Examination
    2015-11-30
  • S65 Uniform Investment Adviser Law Examination
    1994-12-09
  • S63 Uniform Securities Agent State Law Examination
    1993-10-21
Other Names
  • T C Porter
  • Terrence C Porter
  • Terrence Clark Porter
  • T C Porter
  • Terrence C Porter

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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