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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| FL | RA | APPROVED | 1987-04-03 |
Branch Locations
1619 W Gulf To Lake Hwy, Lecanto, FL 34461 • United States
5089 Commercial Way, Spring Hill, FL 34606 • United States
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
Palm Harbor, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clearwater | FL | 05/1986 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 03/2020 | Present |
Business Ownership; Vision Set LLC; Administration and management of business. Co-CEO; Administrative; 28059 US 19N Ste 206, , Clearwater, FL, 33761; Not Investment-Related; 10/25/2021; 1 to 9 hours per month; 0 during trading hours / Kodiak54 LLC; Co-owner; Manage Ameriprise Business; 1619 W Gulf To Lake Hwy, , Lecanto, FL, 33761; Investment-Related; 04/04/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-27 |
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