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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-17 |
| FL | RA | APPROVED | 2023-07-18 |
Branch Locations
818 A1A N Ste 301, Ponte Vedra Beach, FL 32082-3298 • United States
St Johns, 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 |
|---|---|---|---|---|
| Ubs Financial Services | Jacksonville | FL | 10/2016 | 07/2023 |
| Unemployed | Jacksonville | FL | 03/2016 | 09/2016 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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