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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED_RES | 2025-08-11 |
Branch Locations
3820 Colonial Blvd Ste 200, Fort Myers, FL 33966 • United States
2700 N Military Trl Ste 390, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New York | NY | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 04/2018 |
| Massmutual Life Insurance Co | New York | NY | 04/2018 | 02/2022 |
| Mml Investors Services, Llc | New York | NY | 04/2018 | 02/2022 |
| Fidelity Investments | New York | NY | 03/2022 | 03/2023 |
| Pruco Securities, Llc. | Coral Gables | FL | 08/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Coral Gables | FL | 08/2023 | 11/2024 |
| Unemployed | Miami | FL | 03/2023 | 08/2023 |
| Lpl Enterprise, Llc | Miami | FL | 11/2024 | 08/2025 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 08/2025 | Present |
| Fidelity Personal And Workspace Advisors | Miami | FL | 04/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-09 |
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