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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2023-03-13 |
Branch Locations
North Bay Villa, FL • United States
2 Alhambra Plz Ste 750, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | LA | 04/2005 | 03/2023 |
| Ameriprise Financial Services | Coral Gables | FL | 03/2023 | 03/2023 |
| Ameriprise Financial Services, Llc | Coral Gables | FL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Coral Gables | FL | 03/2023 | Present |
Business Ownership; Live Oak Estate LLC; Owner; Real Estate; 7914 Harbor island Dr , Apt 204, North bay Village, FL, 33141; Not Investment-Related; 11/29/2012; 1 to 9 hours per month; 0 during trading hours / The Brans at Live Oak Canyon; approve rental use; Hosts events on the property I own. photo shoots, movie shoots and concerts; 32017 Live Oak Canyon Rd, , Yucaipa, CA, 92373; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; FL Bar Standing Committee for UPL; Committee member; 651 E Jefferson St, , allahassee, FL, 32399; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Arts for Learning Miami; Board Member; 101 Grand Ave, , Miami, FL, 33133; Investment-Related; 01/02/2017; 1 to 9 hours per month; 1 to 9 during trading hours / FL Bar UPL Committee 11th Cir; Commitee member; 444 Brickell Ave, , Miami, FL, 33131; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Gus Machado College of Business Advisory Committee; Committee member; 16401 NW 37th Ave, , Miami, FL, 33054; Not Investment-Related; 05/01/2019; 1 to 9 hours per month; 0 during trading hours / 360 Condominium "C" Board; President; 7914 Harbor island Dr , , North bay Village, FL, 33141; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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