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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-13 |
| TX | RA | APPROVED_RES | 2020-01-10 |
Branch Locations
12800 University Dr Ste 105, Fort Myers, FL 33907 • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 09/2008 | 01/2020 |
| Bank Of America, N.A. | Naples | FL | 05/2012 | 01/2020 |
| Ameriprise Financial Services, Inc | Naples | FL | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Naples | FL | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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