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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2014-09-17 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
5072 Annunciation Cir Ste 304, Ave Maria, FL 34142 • United States
12330 Tamiami Trl E Ste 101-A, Naples, FL 34113 • United States
520 White Plains Rd Ste 500 - 5023, Tarrytown, NY 10591 • United States
Naples, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | White Plains | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Service, Llc | Naples | FL | 12/1989 | Present |
Real Estate Ownership; Single Family; 1115 Central Ave Unit 355, , Naples, FL, 34102; Not Investment-Related; 12/01/2022 / Single Family; 20021 Barletta Ln #2225, , Estero, FL, 33928; Not Investment-Related; 06/01/2022 / Commercial; 12330 Tamiami Tr. E. Naples, FL. 34113, , Naples, FL, 34113; Investment-Related; 01/28/2019. Business Ownership; Anthony J. Leopizzi & Associates, Inc.; Administer employee payroll and run operations of registered space.; Incorporated business holding/consulting co. to run Financial Advisor Business expenses through...already preapproved from compliance.; 520 White Plains Rd. Suite 500, , Tarrytown, NY, 10591; Not Investment-Related; 11/25/2009; 1 to 9 hours per month; 0 during trading hours / SanLeo Group Inc.; Run/Manage company.; Just processes payroll through employshare for florida staff.; 12330 Tamiami Tr. E #101, , Naples, FL, 34113; Investment-Related; 01/19/2021; 1 to 9 hours per month; 0 during trading hours / JADANT Group, Inc.; Holding Corp to own Real Estate - Commercial offices. Also to Process Rent and Payroll.; Holding company - pass through for rent and payroll, and ownership of Commercial RE.; 12330 Tamiami Trail E. Suite 101, , Naples, FL, 34113; Not Investment-Related; 12/04/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Real Estate License; Yes. Board of Directors; Coconut Place Commercial Center Condo Assn; Secretary; 12330 Tamiami Tr. E., Ste 101, Naples, FL, 34113; Not Investment-Related; 01/31/2019; 0 hours per month; 0 during trading hours / Project Help Naples, Inc.; Director - Treasurer; 3050 Horseshoe Dr. N Suite 280, , Naples, FL, 34104; Investment-Related; 03/01/2021; 1 to 9 hours per month; 0 during trading hours / Knights of Columbus - Naples Association 4357; Treasurer; 3020 62nd St SW, , Naples, FL, 34116; Not Investment-Related; 03/03/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-07 |
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