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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-21 |
| FL | RA | APPROVED | 2018-11-19 |
Branch Locations
12800 University Dr Ste 105, Fort Myers, FL 33907 • United States
Cape Coral, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Myers | FL | 10/2009 | 11/2018 |
| Bank Of America,Na | Fort Myers | FL | 11/2009 | 11/2018 |
| Ameriprise Financial Services Inc | Fort Myers | FL | 11/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-06 |
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