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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-03 |
Branch Locations
1540 Cornerstone Blvd Stes 110 & 210, Daytona Beach, FL 32117 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Daytona Beach | FL | 10/2009 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Daytona Beach | FL | 05/2019 | Present |
PROVIDENCE CHURCH, INV RELATED, ORMOND BEACH, FL, TREASURER, START 2/6/2023, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING CHURCH FINANCES VS POTENTIAL PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-27 |
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