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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-02-04 |
| VA | RA | APPROVED | 2019-10-04 |
| FL | RA | APPROVED | 2019-09-17 |
| TX | RA | APPROVED | 2019-09-16 |
Branch Locations
3102 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082-5037 • United States
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 • United States
1555 Kingsley Ave Ste 304, Orange Park, FL 32073 • United States
10 Florida Park Drive N Ste D, Palm Coast, FL 32137 • United States
Jacksonville, 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 |
|---|---|---|---|---|
| Lpl Financial Llc (Fka Linsco/Private Ledger Corp.) | Jacksonville | FL | 03/2001 | 09/2019 |
| Ameriprise Financial Services, Llc | Orange Park | FL | 09/2019 | Present |
Business Ownership; McCranie Company LLC; file annual report, file and pay taxes and fulfill obligations to all financial consulting relationships; Consulting; 3460 Secret Cove Place, , Jacksonville, FL, 32216; Not Investment-Related; 01/01/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-06 |
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