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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
Dripping Springs, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Austin | TX | 08/2014 | 08/2023 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Austin | TX | 08/2023 | 07/2026 |
| Raymond James & Associates, Inc | Austin | TX | 07/2026 | Present |
1) Name of Business: Dripping Spring High School Aquatics Swim Booster Club Activity Type: Volunteer Position/Title: Board Member Investment Related: No Start Date: 05/01/2026 Hours per month devoted to this business: 3 - 5 Hours per month devoted to this business during trading hours: 0 Description of duties: : Participate in monthly meeting to support swim team activities though the year the year Board Director, Chairman/Member, Executive Committee, Chairman of the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-05 |
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