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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-28 |
Branch Locations
3120 N University Dr, Coral Springs, FL 33065 • United States
8264 Wiles Rd, Coral Springs, FL 33067 • United States
4809 Coconut Creek Pkwy, Coconut Creek, FL 33063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Boca Raton | FL | 10/2022 | 04/2024 |
| Ameriprise Financial Services Llc | Boca Raton | FL | 06/2016 | 12/2020 |
| West Boca Branch Library | Boca Raton | FL | 07/2015 | 01/2017 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 12/2020 | 09/2022 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 10/2022 | 04/2024 |
| Grace & Rose Group Llc | Boca Raton | FL | 10/2022 | 04/2024 |
| Bl S Wealth Management Llc | Fort Lauderdale | FL | 12/2020 | 09/2022 |
| Richard D Daugelli And Associates | Boca Raton | FL | 01/2017 | 12/2020 |
| Ameriprise Financial Services Llc | Boca Raton | FL | 06/2016 | 12/2020 |
| J.P. Morgan Securities Llc | Coconut Creek | FL | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Coconut Creek | FL | 08/2024 | Present |
| Unemployed | Boca Raton | FL | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-26 |
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