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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-07 |
Branch Locations
1111 3Rd Ave W Ste 260, Bradenton, FL 34205 • United States
Palmetto, 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 | Bradenton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bradenton | FL | 11/2016 | 05/2018 |
| Ameriprise Financial Services Inc | Bradenton | FL | 05/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Bradenton | FL | 03/2020 | Present |
Board of Directors; Crosthwait Memorial Fishing Tournament; Board Member; 4307 13thSt W.Palmetto, Fl. 34221, ,; Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-16 |
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