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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| GA | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lake Mary | FL | 05/2023 | 07/2025 |
| Emory Healthcare | Peachtree City | GA | 02/2014 | 05/2023 |
| Interactiv Children's Therapy Services, Inc. | Newnan | GA | 02/2003 | 07/2025 |
| Ameriprise Financial Services, Llc | Orlando | FL | 07/2025 | Present |
Business Ownership; Interactiv Children's Therapy Services, Inc.; Owner; Pediatric Therapy Facility offering Occupational, Physical and Speech Therapy to children 0-21 years old.; 66 Thomas Grace Annex Ln, , Sharpsburg , GA, 30277; Not Investment-Related; 03/01/2003; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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