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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-22 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2007-02-06 |
Branch Locations
4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States
Boca Raton, 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. | Garden City | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Garden City | NY | 03/2020 | Present |
Independent Insurance Brokering; Metlife/Travelers; 10/31/2000; . Business Ownership; Plan On It, LLC; Manager; Administrative business services provider; 17047 RAINBOW FALLS TRL, , Boca Raton, FL, 33496; Not Investment-Related; 12/07/2007; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-01 |
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