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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
8310-1 N Capital Of Texas Hwy Ste 360, Austin, TX 78731 • United States
Austin, 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 |
|---|---|---|---|---|
| State Farm Vp Management Corp | Austin | TX | 05/2002 | 12/2016 |
| State Farm Insurance | Austin | TX | 06/2004 | 12/2016 |
| Mass Mutual Life Insurance Company | Austin | TX | 01/2017 | 01/2023 |
| Mml Investors Services | Austin | TX | 02/2017 | 01/2023 |
| Ameriprise Financial Services, Llc | Austin | TX | 01/2023 | Present |
Business Ownership; A-Tex Shredding Inc; run payroll, hiring, quickbooks, owner; paper shredding; 9705 Burnet Rd Ste 604, , Austin, TX, 78758; Not Investment-Related; 11/16/2007; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; A-Tex Shredding Inc; same business as approved OBA under same name but asking to add a loan between A-Tex Shredding and Catherine L Williams (my mother client ID 1901 1617) to finance a mobile shred truck. Loan would be for $85,000 with a 5% rate over 84 months. I answered no for this being investment related, but if I'm misunderstanding that definition please let me know.; 9705 Burnet Rd Ste 604, , Austin, TX, 78758; Not Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-03 |
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