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Jeffrey Lynn Toadvine

Ameriprise Financial Services, LLC

Orlando, FL

Ocoee, FL

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-13
FL RA APPROVED 2012-11-14
  • TX RA
    APPROVED
    Since 2017-03-13
  • FL RA
    APPROVED
    Since 2012-11-14

Branch Locations

300 S Orange Ave Ste 750, Orlando, FL 32801-3347 • United States

Ocoee, 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
Ameriprise Financial Services, Inc. Orlando FL 11/2012 03/2020
Ameriprise Financial Services, Llc Orlando FL 03/2020 Present
Previous Registrations
  • 2009-02-26 → 2012-12-03
    Ingram Advisory Services, Llc
    Winter Haven, FL
  • 2009-02-02 → 2010-12-31
    Investors Capital Corp.
    Clermout, FL
    Winter Haven, FL
    Winter Garden, FL
    Winter Garden, FL
    Orlando, FL
    Lynnfield, MA
  • 2006-05-02 → 2009-02-02
    Commonwealth Financial Network
    Leesburg, FL
    Clermont, FL
    Maitland, FL
  • 2002-05-01 → 2006-05-02
    Osaic Fa, Inc.
    Leesburg, FL
    Leesburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-17
S63 Uniform Securities Agent State Law Examination 1995-02-16
  • S65 Uniform Investment Adviser Law Examination
    1999-05-17
  • S63 Uniform Securities Agent State Law Examination
    1995-02-16
Other Names
  • Jeff Toadvine

View on SEC IAPD

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