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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
9350 S Dixie Hwy Ste 1410, Miami, FL 33156-2944 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Arlington Heights | IL | 06/2013 | 03/2017 |
| Unemployed | Lake Balboa | CA | 04/2017 | 01/2018 |
| Axa-Advisors, Llc | New York | NY | 01/2018 | 04/2018 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 03/2019 | 02/2020 |
| Unemployed | Beverly Hills | CA | 04/2018 | 03/2019 |
| Nylife Securities Llc | Glendale | CA | 06/2020 | 08/2026 |
| New York Life Insurance Co | Glendale | CA | 05/2020 | 08/2026 |
| Unemployed | Los Angeles | CA | 02/2020 | 04/2020 |
| Eagle Strategies Llc | Glendale | CA | 07/2020 | 08/2026 |
| Monarch Grove Wealth Strategies And Insurance Solutions | Glendale | CA | 06/2023 | 08/2026 |
| Wealth Strategies & Insurance Solutions By Ayc Capital Llc | Glendale | CA | 04/2025 | 08/2026 |
| Ameriprise Financial Services, Llc | Miami | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-02 |
| S66 | Uniform Combined State Law Examination | 2012-10-08 |
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