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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
24 Waterway Ave Ste 1400, The Woodlands, TX 77380-3391 • United States
5151 San Felipe St Ste 2100, Houston, TX 77056-3727 • United States
Houston, 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 |
|---|---|---|---|---|
| Hartford Life Distributors, Llc | Wayne | PA | 08/2005 | 12/2020 |
| Hartford Investment Financial Services, Llc | St. Charles | IL | 12/2012 | 12/2020 |
| Ameriprise Financial Services Inc | The Woodlands | TX | 12/2020 | 12/2020 |
| Ameriprise Financial Services, Llc | The Woodlands | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | The Woodlands | TX | 12/2020 | Present |
Business Ownership; Pelican Partners Incoporated; Co-owner; Real Estate; 1502 Richelieu Ln, , Houston, TX, 77018; Not Investment-Related; 07/13/2023; 20 to 39 hours per month; 0 during trading hours / Pelican Partners LLC; Co-owner; Real Estate; 1502 Richelieu Ln, , Houston, TX, 77018; Not Investment-Related; 07/13/2023; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; ODC Softball & Flag Football Coaching & Director; I am coaching my kid's softball team as the head coach. And will be coaching my kids Flag Football team as the head coach. Also, will be named to a board position as the Director for 12u Softball and 14U Flag Football.; 34 E TC Jester Blvd, , Houston, TX, 77018; Not Investment-Related; 09/30/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-04 |
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