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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-29 |
Branch Locations
6860 N Dallas Pkwy Ste 500, Plano, TX 75024 • United States
Plano, TX • 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 | Addison | TX | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Addison | TX | 11/2016 | 06/2018 |
| Ameriprise Financial Services Inc | Plano | TX | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 1213 Diana Drive, Arlington, TX 76011, ,; Investment-Related; 04/01/2019. Board of Directors; The Warren Center; Advisor; 320 Custer Road, , Richarson, TX, 75080; Not Investment-Related; 06/30/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Communities Foundation of Texas; Advisor Counselman; 5500 Caruth Haven Lane, , Dallas, TX, 75225; Investment-Related; 08/29/2023; 1 to 9 hours per month; 0 during trading hours / Eastern Kentucky University Foundation; Director; CPO 19A, 521 Lancaster Ave., , Richmond, KY, 40475; Not Investment-Related; 09/26/2024; 1 to 9 hours per month; 0 during trading hours / Collin College Foundation; Director; 3452 Spur 399, Suite 429, McKinney, TX, 75069; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours / Leadership Plano Advisory Board; Director; 5400 Independancy Pkwy #200, , Plano, TX, 75023; Not Investment-Related; 06/13/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-13 |
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