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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
2851 Joe Dimaggio Blvd Bldg 8, Ste 16, Round Rock, TX 78665-3961 • United States
Liberty Hill, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 07/2021 | 08/2023 |
| Kdb&S Llc | Lafayette | CA | 09/2013 | 07/2021 |
| Lincoln Investment | Fort Washington | PA | 08/2021 | 08/2023 |
| Capital Analysts | Fort Washington | PA | 08/2021 | 08/2023 |
| Ameriprise Financial Services, Llc | Houston | TX | 08/2023 | Present |
Other Business Activities; Volunteer Football Coach - Legacy Ranch Youth Football Association; Volunteer football coach for Legacy Ranch Youth Football and Cheer. I am not a member of the board and there is no compensation for this activity. Involvement focused on coaching youth football players 4-5 hours per week after business hours from July - October 2026.; P.O. Box 1435, , Liberty Hill, TX, 78642; Not Investment-Related; 07/01/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
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