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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-06-23 |
| FL | RA | APPROVED | 2001-05-09 |
Branch Locations
300 E University Ave Ste 180, Gainesville, FL 32601-3460 • United States
433 Plaza Real Ste 275, Boca Raton, FL 33432-3999 • United States
Newberry, FL • United States
2 disclosure categories 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. | Boca Raton | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | Present |
Independent Insurance Brokering; United Health Care; 12/05/2024; Health.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-17 |
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