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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| FL | RA | APPROVED | 2023-07-26 |
Branch Locations
412 S Tamiami Trail, Osprey, FL 34229 • United States
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • United States
North Port, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Ann Arbor | MI | 05/2009 | 01/2019 |
| Fifth Third Securities | Ann Arbor | MI | 01/2014 | 01/2019 |
| Wells Fargo Bank, Na | Sarasota | FL | 02/2019 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 02/2019 | 07/2023 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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