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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-24 |
Branch Locations
301 E 13Th St, Deer Park, TX 77536-3258 • United States
Pasadena, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2012 | 11/2018 |
| Texas Bay Credit Union | Houston | TX | 01/2012 | 11/2018 |
| Cuna Brokerage Services | Waverly | IA | 12/2018 | 03/2022 |
| Cuna Mutual Group | Waverly | IA | 12/2018 | 03/2022 |
| Ameriprise Financial Services, Llc | Pasadena | TX | 03/2022 | Present |
Outside Employment; Shell Federal Credit Union; Financial Advisor - Meeting with credit union members as a Financial Advisor; Credit Union; 301 E 13th St, , Deer Park, TX, 77536; Investment-Related; 03/24/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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