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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED_RES | 2025-05-14 |
| DE | RA | APPROVED | 2022-12-13 |
| NJ | RA | APPROVED | 2022-12-13 |
Branch Locations
2611 Keystone Rd Ste B2, Tarpon Springs, FL 34688 • United States
1813 Marsh Rd Suite H, Wilmington, DE 19810-4544 • United States
Margate City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wilmington | DE | 01/2022 | Present |
| Seaview Fuel | Longport | NJ | 06/2015 | 08/2021 |
| University Of Delaware | Newark | DE | 08/2018 | 06/2022 |
Business Ownership; 1309 Group, Inc.; Co-owner; Manage Ameriprise Business; 1813 Marsh Rd, Suite H, Wilmington , DE, 19810; Investment-Related; 10/03/2025; 60 hours per month; 60 during trading hours. Outside Employment; 1309 Group, Inc; Co-owner; Manage advisory business; 1813 Marsh Rd, Suite H , Wilmington , DE, 19810; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-27 |
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