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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2018-08-06 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
West Palm Beach, FL • 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 |
|---|---|---|---|---|
| Mora Wm Securities | Miami | FL | 01/2015 | 08/2018 |
| Mora Wealth Management | Miami | FL | 01/2015 | 08/2018 |
| Ameriprise Financial Services Inc | West Palm Beach | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | Present |
Board of Directors; Genesis Assistance Dogs, Inc; President; P.O.Box 3101West Palm Beach, Fl. 33401, ,; Not Investment-Related; 01/02/2017; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-03 |
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