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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc | Heathrow | FL | 05/2011 | 06/2017 |
| The Newport Group, Inc | Heathrow | FL | 05/2011 | 06/2017 |
| Academic Partnerships | Dallas | TX | 06/2017 | 05/2018 |
| Pen-Cal Administrators | Dallas | TX | 05/2018 | 12/2018 |
| Voya Financial Partners, Llc | Dallas | TX | 12/2018 | 03/2022 |
| Ameriprise Financial Services, Llc | Dallas | TX | 04/2022 | Present |
Outside Employment; Geaux Sooners, LLC DBA Luminate; Associate Financial Advisor; Manage advisory business; 1601 Elm Street, Suite 4350, , Dallas, TX, 75201; Investment-Related; 04/04/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-16 |
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