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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2016-01-12 |
| FL | RA | APPROVED | 2014-07-07 |
Branch Locations
2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States
Palm Coast, FL • United States
407 Blondeau St., Ste. 2, Keokuk, IA 52632-5657 • 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. | Orlando | FL | 06/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | Present |
Independent Insurance Brokering; Integrity Life; 06/01/2011; / Minnesota Life; 03/02/2015; . Board of Directors; All Saints Episcopal Church Vestry; Member of the Vestry - All Saints Episcopal Church; 338 East Lyman Avenue, , Winter Park, FL, 32789; Not Investment-Related; 01/28/2024; 1 to 9 hours per month; 0 during trading hours / FPA of Central Florida; Board Member; P.O. Box 520310 , , Longwood, FL, 32752; Not Investment-Related; 02/16/2024; 1 to 9 hours per month; 0 during trading hours / St. Paul's Episcopal Church Bishop's Committee; Treasurer to the Bishop's Committee; 240 S. 4th Street, , Warsaw, IL, 62379; Not Investment-Related; 06/08/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; God's Way Christian Center; I present to the congregation one Sunday per month.; One Sunday per month, I will be teaching/preaching to the congregation the Biblical texts and precepts aligned with the theme as set forth by the Senior Pastor and Elder Board.; 1623 Des Moines Street, , Keokuk, IA, 52632; Not Investment-Related; 03/15/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; St. Charles Borromeo Catholic School; Middle School Boys Basketball Coach; 4005 Edgewater DriveOrlando, FL 32804, ,; ; 12/02/2014; 10 to 19 hours per month; 0 during trading hours / US Global Leadership Coalition; Florida Advisory Committee; 1129 20th Street, NW, Suite 600Washington, DC 20036, ,; ; 03/07/2011; 1 to 9 hours per month; 1 to 9 during trading hours / Centering Prayer at All Saints Church; Contemplative Prayer; 338 East Lyman AvenueWinter Park, FL 32789, ,; ; 03/10/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
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