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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED_RES | 2021-04-23 |
| FL | RA | APPROVED | 2020-09-02 |
Branch Locations
2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States
Orlando, 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 |
|---|---|---|---|---|
| Citi International Financial Services Llc | San Juan | PR | 01/2015 | 12/2016 |
| Citibank Na | San Juan | PR | 01/2015 | 12/2016 |
| Popular Securities Llc | San Juan | PR | 05/2017 | 05/2019 |
| Unemployed | San Juan | PR | 01/2017 | 05/2017 |
| Unemployed | San Juan | PR | 06/2019 | 08/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 09/2020 | Present |
Independent Insurance Brokering; American National; 10/15/2021; Disability Income / AXA Equitable; 10/15/2021; / Gerber; 10/15/2021; / John Hancock; 10/15/2021; / Lincoln National; 10/15/2021; / Mass Mutual; 10/15/2021; / protective; 10/15/2021; / Transamerica; 10/15/2021; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-12 |
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