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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-18 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
450 Lexington St Ste 202, Auburndale, MA 02466 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Auburndale | MA | 05/2023 | Present |
| Simon Gray Realty Llc | North Palm Beach | FL | 12/2021 | 05/2023 |
| Jackson Hewitt Tax Services | Oakland Park | FL | 12/2022 | 02/2023 |
| Unemployed | Boca Raton | FL | 05/2021 | 12/2022 |
| Delray Yacht Cruises | Delray Beach | FL | 01/2018 | 05/2021 |
| Florida Atlantic University | Boca Raton | FL | 08/2017 | 05/2021 |
| Marina One | Deerfield Beach | FL | 10/2019 | 10/2019 |
| M-Dacs Llc | Marlborough | MA | 06/2015 | 08/2019 |
| S K Morrison Contracting Inc | Berlin | MA | 06/2021 | 08/2021 |
| Tahanto Regional Middle/High School | Boylston | MA | 08/2010 | 06/2017 |
Outside Employment; QL Group LLC; Being paid through LLC for work done at Ameriprise.; Manage advisory business; 450 Lexington St, Suite 202, Auburndale, MA, 02466; Investment-Related; 05/15/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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