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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-09 |
| DE | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED | 2023-06-09 |
| FL | RA | APPROVED | 2023-05-30 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Community Bank | Fort Pierce | FL | 09/2014 | 10/2016 |
| Jp Morgan Securities Llc | Port Saint Lucie | FL | 10/2016 | 01/2022 |
| Jpmorgan Chase Bank | Port Saint Lucie | FL | 10/2016 | 12/2017 |
| Jpmorgan Chase Bank, Na | Jupiter | FL | 12/2017 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 01/2022 | 05/2023 |
| Bank Of America, N.A. | Stuart | FL | 11/2022 | 05/2023 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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