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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-20 |
| TX | RA | APPROVED_RES | 2020-02-20 |
Branch Locations
101 S New York Ave Unit 210, Winter Park, FL 32789 • United States
Sanford, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Management At Heathrow | Lake Mary | FL | 01/2012 | 02/2020 |
| Raymond James Financial Services | Lake Mary | FL | 08/2013 | 02/2020 |
| Raymond James Financial Services Advisors Inc. | Lake Mary | FL | 09/2013 | 02/2020 |
| Ameriprise Financial Services, Inc | Winter Park | FL | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 03/2020 | Present |
Board of Directors; Orlando Health Foundation Board of Directors; Member; 3160 Southgate Commerce Blvd., Ste. 50, , Orlando, FL, 32806; Not Investment-Related; 09/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Orlando Health Childrens Foundation; Board Member; 3160 Southgate Commerce Blvd., #50, , Orlando, FL, 32806; Not Investment-Related; 02/16/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-31 |
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