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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-14 |
Branch Locations
200 E 8Th St Ste 202, Georgetown, TX 78626 • United States
Leander, 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2009 | 07/2021 |
| Bbva Wealth Solutions Inc. | Austin | TX | 03/2011 | 07/2021 |
| Bbva Securities Inc. | Austin | TX | 05/2013 | 07/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2010 | 07/2021 |
| Ameriprise Financial Services, Llc | Georgetown | TX | 07/2021 | Present |
Real Estate Ownership; Single Family; 916 Hyde Park Drive, , Round Rock, TX, 78665; Investment-Related; 06/03/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-13 |
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