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1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-17 |
Branch Locations
1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cedar Park | TX | 09/2005 | 03/2017 |
| Truefg, Llc Dba True Financial Group | Cedar Park | TX | 03/2017 | Present |
1) REAL ESTATE OWNERSHIP; SINGLE FAMILY; CORPUS CHRISTI, TX 78418; INVESTMENT RELATED; November 2015. 2) REAL ESTATE OWNERSHIP; COMMERCIAL; CEDAR PARK, TX 78613; NOT INVESTMENT RELATED; APRIL 2015. 3) REAL ESTATE OWNERSHIP; Single Family ; Leander, TX 78641; Investment Related; FEB 2017. 4) Managing long-term residential rental property; not investment-related; owner of rental property; August 2020; Leander, TX; devotes less than 1 hour per month to this activity. 5) Roof Joker; No not Investment-Related; Residential Roofing; Leander, Texas; CFO; March 2021; Approximately 1 hour per month; Approx. 1 hour per month during trading hours; Residential Roofing 6) Scott Brischke (individual); Yes, investment related; Port Aransas, Texas; Manage vacation rental in conjunction with a hired Property Manager; Owner; June 2021; Less than 1 hour per month; Approx. less than 1 hour per month during trading hours; Manager of vacation rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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