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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
2851 S Central Expy, Mckinney, TX 75070 • United States
2703 Oak Lawn Ave, Dallas, TX 75219-4108 • United States
5320 Lakeview Pkwy, Rowlett, TX 75088-4100 • United States
720 S Greenville Ave, Allen, TX 75002-3319 • United States
917 Military Pkwy, Mesquite, TX 75149-4122 • United States
301 S Hwy 78, Wylie, TX 75098 • United States
Rowlett, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 08/2018 |
| Lpl Financial Llc | Rowlett | TX | 07/2018 | 12/2021 |
| Advisor Resource Council (360 Wealth Management, Llc) | Rockwall | TX | 08/2018 | 01/2020 |
| The American National Bank Of Texas | Rowlett | TX | 01/2020 | 12/2021 |
| Ameriprise Financial Services, Llc | Rowlett | TX | 12/2021 | Present |
Independent Insurance Brokering; Mass Mutal; 07/01/2010; Term Life / Mutual Trust; 08/15/2019; / National Life Group; 05/15/2019; . Business Ownership; Chaco LLC; Passive Owner; Single family Rentals; 4117 Jasper Court, , Rowlett, TX, 75088; Not Investment-Related; 11/09/2021; 0 hours per month; 0 during trading hours. Board of Directors; Lone Star Desk and Derrick Club of Dallas; Director of Education; PO Box 600416, , Dallas, TX, 75360; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; American National Bank of Texas; Financial Advisor - Investments and investment consulting for bank customers.; ; 5320 Lakeview Parkway, , Rowlett, TX, 75088; Investment-Related; 01/13/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-25 |
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