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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
200 E Robinson St Ste 1200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sl Nusbaum | Orlando | FL | 04/2021 | 03/2022 |
| Universal Orlando Resort | Orlando | FL | 06/2017 | 01/2021 |
| Darden Restaurants | Orlando | FL | 05/2017 | 03/2020 |
| Dwell Llc | Orlando | FL | 03/2022 | 11/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2022 | 03/2024 |
| Walt Disney Company | Lake Buena Vista | FL | 06/2016 | 01/2017 |
| On The Border | Kissimmee | FL | 01/2017 | 05/2017 |
| Unemployed | Orlando | FL | 01/2021 | 04/2021 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2024 | 06/2026 |
| Agia | Houston | TX | 05/2024 | 06/2026 |
| Ameriprise Financial Services, Llc | Orlando | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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