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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management Llc | Topeka | KS | 05/2021 | 11/2024 |
| Texas Financial And Retirement | Tyler | TX | 04/2021 | 11/2024 |
| Vasso And Associates | Tyler | TX | 12/2010 | 04/2021 |
| Madison Avenue Securities | San Diego | CA | 05/2021 | 06/2023 |
| Ameriprise Financial Services, Llc | Plano | TX | 02/2025 | Present |
| Unemployed | Tyler | TX | 11/2024 | 01/2025 |
Outside Employment; Genesis 1:1, LLC; Financial Planning Analyst; Manage advisory business; 3333 Premier Dr, Suite 100, , Plano, TX, 75023; Investment-Related; 02/24/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
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