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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| FL | RA | APPROVED | 2025-03-06 |
Branch Locations
818 A1A N Ste 301, Ponte Vedra Beach, FL 32082-3298 • United States
Jacksonville Beach, FL • United States
300 S Orange Ave Ste 750, Orlando, FL 32801-3347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valencia College | Orlando | FL | 08/2015 | 01/2017 |
| Rollins College | Orlando | FL | 05/2018 | 05/2020 |
| University Of Central Florida | Orlando | FL | 03/2017 | 03/2018 |
| Fidelity Investments | Jacksonville | FL | 12/2021 | 01/2025 |
| Wells Fargo Advisors | Orlando | FL | 10/2017 | 12/2021 |
| Ameriprise Financial Services Llc | Orlando | FL | 02/2025 | Present |
Board of Directors; The Carter and Olay Foundation; Board member; 3343 Peachtree Rd NE, Suite 2235, Atlanta, GA, 30326; Not Investment-Related; 10/08/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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