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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2025-10-03 |
Branch Locations
4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Boca Raton | FL | 01/2024 | Present |
| Radius Marketing Group | Rockland | MA | 12/2014 | 09/2017 |
| Uber | Boston | MA | 06/2018 | 03/2020 |
| Boston Red Sox | Boston | MA | 04/2019 | 06/2022 |
| Infinity Care Solutions | Bentonville | AR | 04/2020 | 03/2021 |
| Surfside Succulents | San Diego | CA | 06/2022 | 09/2023 |
| United Insurance Experts | Boca Raton | FL | 10/2023 | 12/2023 |
| Westfield State University | Westfield | MA | 09/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-27 |
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