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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-07 |
| FL | RA | APPROVED | 2016-10-17 |
Branch Locations
14311 Metropolis Ave Ste 205, Fort Myers, FL 33912 • United States
Fort Myers, 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 |
|---|---|---|---|---|
| Private Asset Management Group, Llc | Fort Myers | FL | 07/2006 | 10/2016 |
| Summit Brokerage Services Inc | Ft Myers | FL | 04/2011 | 10/2016 |
| Summit Financial Group | Ft Myers | FL | 04/2011 | 10/2016 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 10/2016 | Present |
Business Ownership; Private Asset Management Group, LLC; Manage office operations; Financial Services; 14311 Metropolis Ave. Suite 205Fort Myers, Fl 33912, ,; Not Investment-Related; 07/03/2006; 60 hours per month; 60 during trading hours. Outside Employment; Private Asset Management Group, LLC; co-partner - Manage office. Compensation is related to activities that does not require a license; ; 14311 Metropolis Ave. Suite 205, , Fort Myers, FL, 33912; Not Investment-Related; 07/03/2006; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
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