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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 07/2005 | 02/2018 |
| Capital City Banc Investments | Macon | GA | 07/2005 | 11/2025 |
| Lpl Financial Llc | Macon | GA | 02/2018 | 11/2025 |
| Ameriprise Financial Services, Llc | Macon | GA | 11/2025 | Present |
Real Estate Ownership; Single Family; 10519 Front Beach Rd, Unit 1901, Panama City Beach, FL, 32407; Not Investment-Related; 01/01/2010 / Single Family; 520 Richard Jackson Blvd, Unit 1514, Panama City Beach, FL, 31047; Not Investment-Related; 01/01/2010 / Single Family; 23011 Front Beach Rd, Unit 54, Panama City Beach, FL, 32413; Not Investment-Related; 01/01/2010 / Single Family; 1175 N Beachview Dr, Unit 437, Jekyll Island, GA, 31527; Not Investment-Related; 05/10/2022 / Single Family; 151 Country Club Dr, Unit 11, Whittier, NC, 28789; Not Investment-Related; 03/01/2025. Independent Insurance Brokering; Prosperity Life Group; 03/14/2023; Fixed Annuity. Outside Employment; Colony Bank; Financial Advisor providing financial advice.; Financial Advisor providing financial advice.; 1412 Bass Rd, , Macon, GA, 31210; Investment-Related; 11/07/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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