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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-08 |
| TX | RA | APPROVED | 2017-08-16 |
Branch Locations
4504 Legacy Dr Ste 200, Plano, TX 75024 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc | New York | NY | 12/2014 | 08/2017 |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 08/2017 |
| Ameriprise Financial Services, Inc. | Richardson | TX | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 03/2020 | Present |
Business Ownership; David M Medick, LLC; Managing the operations of the operating expenditures of the business; Operating LLC for the expenditures of my financial planning business.; 4504 Legacy Dr, Suite 200Plano, TX 75024, ,; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Live Like Knox Foundation; Board Member; 5023 Oak Knoll Ln, , Frisco, TX, 75034; Not Investment-Related; 06/12/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-06 |
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