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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
5960 Berkshire Ln Ste 1200, Dallas, TX 75225 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 02/2013 | 08/2023 |
| Ameriprise Financial Services | Dallas | TX | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Dallas | TX | 08/2023 | Present |
Business Ownership; Sword Aviation LLC; Owner; Airplane leaseback to flight school.; 1520 Westmont Dr, , Allen, TX, 75013; Not Investment-Related; 04/18/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-17 |
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