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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
1401 Precinct Line Rd, Hurst, TX 76053 • United States
Frisco, 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 |
|---|---|---|---|---|
| Girard Securities | San Diego | CA | 10/2011 | 11/2017 |
| Goldman Sachs Personal Financial Management (United Capital Fin) | Newport Beach | CA | 10/2011 | 09/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2020 |
| Goldman Sachs & Co, Llc | Irving | TX | 07/2019 | 09/2021 |
| Mercer Allied Company, L.P. | Irving | TX | 09/2020 | 09/2021 |
| Ameriprise Financial Services, Llc | Hurst | TX | 09/2021 | Present |
Board of Directors; WORLDWIDE VOICE in the WILDERNESS; BOARD MEMBER; 622 SHEFFIELD DRIVE, , RICHARDSON, TX, 75081; Not Investment-Related; 06/01/2017; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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