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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED_RES | 2024-09-30 |
Branch Locations
Jacksonville, FL • United States
1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Daytona Beach | FL | 06/2013 | 09/2024 |
| Bank Of America, N.A. | Daytona Beach | FL | 07/2013 | 09/2024 |
| Ameriprise Financial Services, Llc | Daytona Beach | FL | 09/2024 | Present |
Board of Directors; Family Renew Community; Past Board President; 810 Ridgewood Ave, , Holly Hill, FL, 32117; Not Investment-Related; 08/07/2015; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-13 |
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