Hela Naara Fryar

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-24

Branch Locations

901 3Rd Ave S, Minneapolis, MN 55402-3367 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Houston	TX	02/2007	10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	10/2009	10/2017
Orchem Resources	Deer Park	TX	10/2017	02/2019
Texas Bay Credit Union	Houston	TX	08/2019	03/2021
Cuso Financial Sevices, L.P.	San Diego	CA	08/2019	03/2021
Unemployed	Pasadena	TX	02/2019	08/2019
Ameriprise Financial Services Llc	Houston	TX	03/2021	Present

02/2007 → 10/2017

Bank Of America, N.A.

Houston, TX
10/2009 → 10/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
10/2017 → 02/2019

Orchem Resources

Deer Park, TX
08/2019 → 03/2021

Texas Bay Credit Union

Houston, TX
08/2019 → 03/2021

Cuso Financial Sevices, L.P.

San Diego, CA
02/2019 → 08/2019

Unemployed

Pasadena, TX
03/2021 → Present

Ameriprise Financial Services Llc

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-01
S63	Uniform Securities Agent State Law Examination	2001-10-18