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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-28 |
| FL | RA | APPROVED | 2019-08-19 |
Branch Locations
126 S Osprey Ave, Sarasota, FL 34236 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naples | FL | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 08/2019 |
| Ameriprise Financial Services, Inc. | Sarasota | FL | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 03/2020 | Present |
Outside Employment; Centennial Bank; Financial Advisor - financial advisor; ; 126 S Osprey Ave, , Sarasota, FL, 34236; Investment-Related; 08/16/2019; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-05 |
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