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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-02 |
| TX | RA | APPROVED | 2021-02-01 |
Branch Locations
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240 • United States
Parrish, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | Parrish | FL | 08/2011 | 01/2021 |
| Ameriprise Financial Services, Llc | Lakewood Ranch | FL | 01/2021 | Present |
Independent Insurance Brokering; Liberty Bankers Life; 01/03/2005; Fixed Annuity. Business Ownership; Lane Tax Preparation Services; Owner; Tax Preparation; 3641 Wilderness Blvd W, , Parrish, FL, 34219; Not Investment-Related; 01/24/1995; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lane Tax Preparation Services; Owner - Tax preparation; ; 3641 Wilderness Blvd W, , Parrish, FL, 3219; Not Investment-Related; 01/01/2021; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-27 |
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