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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| FL | RA | APPROVED | 2018-07-31 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Stuart, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 07/2018 |
| Ameriprise Financial Services Inc | Palm Beach Gardens | FL | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 3322 Cynthia Lane 208, , Lake Worth Beach, FL, 33461; Not Investment-Related; 02/01/2024 / Single Family; 216 SE Flamingo Ave, , Stuart, FL, 34996; Not Investment-Related; 02/15/2024 / Multi-Family; 3322 Cynthia Ln #211, , Lake worth beach, FL, 33461; Not Investment-Related; 02/01/2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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