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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-22 |
| TX | RA | APPROVED | 2019-11-04 |
Branch Locations
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2013 | 02/2019 |
| Planning Solutions Group | Fulton | MD | 11/2013 | 02/2019 |
| Ameriprise Financial Services, Inc | Timonium | MD | 03/2019 | 06/2022 |
| Ameriprise Financial Services, Inc | Sarasota | FL | 06/2022 | 06/2022 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Sarasota | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-20 |
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