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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| GA | RA | APPROVED | 2025-07-24 |
| TX | RA | APPROVED | 2022-10-11 |
Branch Locations
2221 Lakeside Blvd Ste 1250, Richardson, TX 75082 • United States
Garland, 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 |
|---|---|---|---|---|
| Ican Benefit Group | Boca Raton | FL | 12/2011 | 12/2018 |
| Liveops | Delraybeach | FL | 04/2013 | 03/2019 |
| Axa Advisors, Llc | New York | NY | 03/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2019 | 06/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 06/2021 | 10/2022 |
| Ameriprise Financial Services, Llc | Richardson | TX | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2005-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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