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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
5151 San Felipe St Ste 2100, Houston, TX 77056-3727 • United States
Granbury, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 07/2016 | 12/2017 |
| Everett Ranch And Feedlot | Pritchett | CO | 10/2012 | 12/2017 |
| Bank Of America, N.A. | Fort Worth | TX | 09/2016 | 12/2017 |
| Wells Fargo Clearing Services Llc | Lake Jackson | TX | 12/2017 | 01/2024 |
| Ameriprise Financial Services | Houston | TX | 01/2024 | 01/2024 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Houston | TX | 01/2024 | Present |
Real Estate Ownership; Single Family; 5200 Kelly Rd, , Aledo, TX, 76008; Investment-Related; 09/01/2025. Business Ownership; B-E The Right Club LLC; Co-owner; Real Estate; 1717 Broadmoor Dr, , Keller, TX, 76262; Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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