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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| FL | RA | APPROVED | 2018-06-22 |
Branch Locations
1721 Se 16Th Ave Ste 103, Ocala, FL 34471-4741 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2018 |
| Ameriprise Financial Services Inc | Ocala | FL | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Ocala | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; SE 16th Ave, 103Ocala, Fl 34471, ,; Investment-Related; 06/21/2018 / Lot/Land; 9191 Fontaine Road, , Westover, MD, 21871; Investment-Related; 01/01/2002. Fiduciary Activities; Executor. Board of Directors; Marion Senior Services; board member; 1101 S.W. 20th Ct., , Ocala, FL, 34471; Not Investment-Related; 01/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Community Foundation Ocala/ Marion County; Budget & Strategic Planning secretary on exec bd; 324 SE 24th Street, , Ocala, FL, 34471; Not Investment-Related; 11/22/2019; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
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