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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-04 |
Branch Locations
5407 N Mccoll Rd Ste B, Mcallen, TX 78504-2251 • United States
6124 S Staples St Ste 350, Corpus Christi, TX 78413 • United States
Corpus Christi, 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Corpus Christi | TX | 07/2012 | 09/2019 |
| Summit Financial Grup | Corpus Christi | TX | 07/2012 | 11/2019 |
| Cetera Advisor Networks Llc | Corpus Christi | TX | 09/2019 | 11/2019 |
| Ameriprise Financial Services, Inc. | Corpus Christi | TX | 11/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Corpus Christi | TX | 03/2020 | Present |
Independent Insurance Brokering; MassMutual; 02/02/2024; Fixed Annuity. Other Business Activities; Radio Show; I do a radio show every Saturday Morning from 10:00 - 11:00 AM on Sports Radio Corpus Christi. The show provides educational information about retirement and investments.; 710 Buffalo St #605, , Corpus Christi, TX, 78401; Investment-Related; 12/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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