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Account
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3200 Steck Ave Suite 200, Austin, TX 78757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
Branch Locations
3200 Steck Ave Suite 200, Austin, TX 78757 • United States
6300 183 A Toll Road Suite 260, Cedar Park, TX 78641 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2005 | 05/2019 |
| Pure Barre | Cedar Park | TX | 08/2016 | Present |
| Fort Advisors, Inc. | Austin | TX | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 02/2021 | 11/2024 |
| Oakwell Private Wealth Management | Austin | TX | 10/2024 | Present |
Outside Employment; Outside Employment; Pure Barre; Other; 1535 Cypress Creek Rd Ste H, , Cedar Park, TX, 78613; Not Investment-Related; 08/01/2017; 0 during trading hours; 1 to 9 hours per month / Outside Employment; Deep Roots Salon; Other; 1310 E Whitestone Blvd #550, , Cedar Park, TX, 78613; Not Investment-Related; 08/17/2020; 10 to 19 during trading hours; 20 to 39 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-25 |
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