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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-16 |
| FL | RA | APPROVED | 2023-11-09 |
Branch Locations
4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States
Oakland Park, 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 |
|---|---|---|---|---|
| Primerica Financial Services | Miramar | FL | 02/2017 | 01/2019 |
| Ker Clinic Services | Miramar | FL | 09/2016 | 02/2017 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 07/2021 | Present |
| Potential Christian Academy | Cooper City | FL | 08/2018 | 06/2021 |
| Pfs Investments Inc. | Miramar | FL | 03/2017 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-17 |
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