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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-21 |
| FL | RA | APPROVED | 2022-08-08 |
Branch Locations
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Sarasota | FL | 01/2017 | 01/2018 |
| Mml Investors Services | Sarasota | FL | 05/2017 | 01/2018 |
| Independent Insurance Broker Levin Financial | Tampa | FL | 02/2014 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 04/2018 | 08/2022 |
| Bank Of America, N.A. | Sarasota | FL | 07/2018 | 08/2022 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 08/2022 | Present |
Business Ownership; Winstons Tennis Coaching; Coach Tennis; Service; 2206 Tally Breeze Way, , Bradenton, FL, 34208; Not Investment-Related; 01/01/2017; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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