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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-25 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Lake Worth, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 10/2021 |
| Ameriprise Financial Services, Llc | West Palm Beach | FL | 10/2021 | Present |
Real Estate Ownership; Single Family; 9770 Shadywood place, , boynton Beach, FL, 33437; Not Investment-Related; 09/14/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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