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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
9324 Huebner Rd, San Antonio, TX 78240-1505 • United States
710 S. Adams St., Fredericksburg, TX 78624-4582 • United States
Boerne, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Security Llc. | San Antonio | TX | 06/2013 | 01/2021 |
| Cetera Advisors Llc | Saint Cloud | MN | 01/2021 | 10/2024 |
| Provident Wealth Management | Fredericksburg | TX | 01/2021 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Fredericksburg | TX | 10/2024 | Present |
Outside Employment; Happy Bank; Wealth Management Advisor; Manage advisory business; 710 S Adams St, , Fredericksburg, TX, 78624; Investment-Related; 10/18/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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