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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-07 |
| TX | RA | APPROVED | 2023-04-06 |
Branch Locations
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • United States
Cortez, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2013 | 04/2023 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 04/2023 | Present |
Business Ownership; Josh McCoy Farm; Owner; Farm business.; 4215 129th St W, , Cortez, FL, 34215; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Young Life of Manatee County; Young Life Partners in Ministry coordinator; 3200 Manatee Ave W, , Bradenton, FL, 34205; Not Investment-Related; 11/07/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
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