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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
101 S New York Ave Unit 210, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Winter Park | FL | 04/2024 | 06/2024 |
| Orangewood Christian School | Maitland | FL | 06/2014 | 05/2019 |
| Valencia College | Winter Park | FL | 08/2019 | 07/2021 |
| University Of Central Florida | Orlando | FL | 08/2021 | 05/2024 |
| Ameriprise Financial | Winter Park | FL | 07/2024 | Present |
Board of Directors; Winter Park Y Advisory Board; Board Member; 1201 N Lakemont Ave, , Winter Park, FL, 32792; Not Investment-Related; 11/20/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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