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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED_RES | 2025-01-31 |
Branch Locations
3999 N Harbor City Blvd, Melbourne, FL 32935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2017 | 03/2022 |
| Townsend Capital Group | Melbourne | FL | 09/2016 | 05/2017 |
| Regions Bank | Melbourne | FL | 11/2012 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockledge | FL | 03/2022 | 01/2025 |
| Bank Of America, N.A. | Rockledge | FL | 06/2022 | 01/2025 |
| Pnc Investments | Cleveland | OH | 01/2025 | 01/2025 |
| Ameriprise Financial Services, Llc | Melbourne | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
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