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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
100 Ne Third Ave Suite 900, Ft. Lauderdale, FL 33301 • United States
Boca Raton, FL • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-27 |
| DE | RA | APPROVED | 2024-05-15 |
| FL | RA | APPROVED | 2023-08-22 |
Branch Locations
100 Ne 3Rd Ave Ste 900, Ft Lauderdale, FL 33301 • United States
Boca Raton, 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 |
|---|---|---|---|---|
| Atlantic Capital Advisors | Boca Raton | FL | 05/2013 | 08/2023 |
| Comerica Securities | Detroit | MI | 08/2014 | 08/2023 |
| Ameriprise Financial Services, Llc | Ft. Lauderdale | FL | 08/2023 | Present |
| Fifth Third Securities | Ft. Lauderdale | FL | 07/2026 | Present |
Outside Employment; Comerica Financial Advisor; advise customers and noncustomers on investment, insurance, retirement and growth/income strategies..; investment advice and managment; 100 NE 3rd Avenue, Suite 900, Fort Lauderdale, FL, 33301; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; MAESTRO money market; FO2 is a cash management platform for corporate and institutional clients; 100 NE 3rd Ave, Suite 900, Fort Lauderdale, FL, 33301; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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