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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-04 |
| FL | RA | APPROVED | 2024-05-22 |
Branch Locations
Tallahassee, FL • United States
1401 Macy Dr, Roswell, GA 30076 • United States
1953 Thomasville Rd, Tallahassee, FL 32303-5265 • United States
1714 W 23Rd St Ste R, Panama City, FL 32405-2924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Panama City | FL | 05/2022 | Present |
| Asset Living | Panama City | FL | 08/2021 | 05/2022 |
| Asset Living | Panama City | FL | 11/2020 | 08/2021 |
| Target | Panama City | FL | 01/2019 | 08/2021 |
| Florida Virtual High School | Lynn Haven | FL | 08/2014 | 04/2018 |
| Unemployed | Panama City | FL | 04/2018 | 12/2018 |
Outside Employment; Centennial/Happy State Bank; Registered Client Service Representative - Client account maintenanceBuying and selling securitiesSupport financial advisors on team; ; 1714 W 23rd St, , Panama City, FL, 32405; Investment-Related; 05/16/2022; 20 to 39 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-30 |
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