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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
9100 S Dadeland Blvd Ste 1500, Miami, FL 33156-7816 • 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 |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | FL | 05/2015 | 05/2018 |
| Principal Life Insurance Company | Miramar | FL | 05/2018 | 01/2021 |
| Principal Securities Inc | Miramar | FL | 05/2018 | 01/2021 |
| Lucas Adam Wealth Management | Miramar | FL | 07/2018 | 11/2018 |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2021 | 02/2026 |
| Hornor Townsend & Kent Llc | Wilmington | DE | 01/2021 | 02/2026 |
| Ameriprise Financial Services, Llc | Miami | FL | 02/2026 | Present |
Independent Insurance Brokering; Penn Mutual; 03/01/2026; Whole Life, Term Life / National Life; 05/31/2026; Universal Life, Whole Life. Business Ownership; Guisasola Torres LLC; Co-owner; Manage Ameriprise Business; 9100 South Dadeland Blvd, Suite 1500, Miami, FL, 33156; Investment-Related; 03/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
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