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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
4332 Boulevard Park S, Mobile, AL 36609 • United States
Austin, 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 |
|---|---|---|---|---|
| Financial Northeastern Securities,Inc | Fairfield | NJ | 04/2015 | 12/2020 |
| San Blas Securities | Atlanta | GA | 01/2021 | 06/2021 |
| Ameriprise Financial Services, Llc | Austin | TX | 06/2021 | Present |
Business Ownership; Albian LLC; Owner; Manage Ameriprise Business; 8717 Ken Aaron Ct, , Austin, TX, 78717; Investment-Related; 05/29/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Texas Association of Counties Investment Education Committee - Advisory Member; A select group of investment professionals assist the Investment Education Committee in planning two Investment Education Conferences per year and help identify potential topics and speakers. We meet twice a year to plan these conferences. Beginning in February 2023, I was asked to present two pre-prepared presentations at the annual "Basics of County Investments" Conference on the following topics: 1) The Public Funds Investment Act; 2) Recordkeeping. Both presentations were developed by The Texas Association of Counties, and I simply deliver the content from the slides.; 1210 San Antonio St, , Austin, TX, 78701; Investment-Related; 09/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-31 |
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