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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-14 |
| FL | RA | APPROVED | 2017-07-31 |
Branch Locations
12620 World Plaza Ln Ste 3 Bldg 60, Fort Myers, FL 33907-3996 • United States
Ft Myers Beach, 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 |
|---|---|---|---|---|
| Lpl Financial | Fort Myers | FL | 07/2008 | 06/2017 |
| Ameriprise Financial Services Inc | Fort Myers | FL | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | Present |
Business Ownership; AMAA Group Incorporated; President and owner. As President I am a paid employee. Non Investment related; Managing advisor practice. Non investment related.; 108 Bay Mar Drive Fort Myers Beach, Fl 33931, ,; Not Investment-Related; 07/30/2013; 1 to 9 hours per month; 0 during trading hours / Cherry Properties II LLC; Member; Holding company; 108 Bay Mar Drive, , Fort Myers Beach, FL, 33931; Not Investment-Related; 11/29/2022; 0 hours per month; 0 during trading hours. Board of Directors; Fort Myers Beach Soccer Club; President; 108 BAY Mar Dr, , Fort Myers Beach, FL, 33931; Not Investment-Related; 07/01/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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