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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-25 |
| FL | RA | APPROVED | 2016-05-19 |
Branch Locations
1619 W Gulf To Lake Hwy, Lecanto, FL 34461 • United States
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Harbor | FL | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 03/2020 | Present |
Business Ownership; Vision Set LLC; Administration, management, and organization of business; co-ceo; Administrative; 2605 Enterprise Rd. East Suite 300, , clearwater, FL, 33759; Investment-Related; 10/25/2021; 1 to 9 hours per month; 0 during trading hours / Kodiak54 LLC; Co-owner; Manage Ameriprise Business; 2605 enterprise rd east, ste 300, clearwater Fl 33, , clearwater, FL, 33759; Investment-Related; 07/23/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-08 |
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