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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Tyler | TX | 01/2008 | 07/2021 |
| Fidelity Investments | Westlake | TX | 08/2021 | 01/2025 |
| Ameriprise Financial Services, Llc | Dallas | TX | 02/2025 | Present |
Outside Employment; Geaux Sooners, LLC DBA Luminate; Meet with clients and prospects to conduct financial planning and investment management meetings. Help create financial plans for clients and make sure investment strategy continues to align with goals and objectives.; Compensation from Geaux Sooners, LLC DBA Luminate; 1601 Elm Street, Suite 4350, Dallas, TX, 75201; Investment-Related; 12/29/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-06 |
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