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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED_RES | 2026-02-19 |
Branch Locations
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Ameriprise Financial Services, Inc | Boca Raton | FL | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | 02/2026 |
| Wells Fargo Clearing Services, Llc. | Boca Raton | FL | 02/2026 | Present |
RENTAL PROPERTY - 12 ; INV RELATED;BOCA RATON,FL; 100% OWNERSHIP; START DATE: 04/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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