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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Dallas | TX | 09/2015 | 03/2021 |
| Compass Bank | Birmingham | AL | 09/2015 | 03/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 10/2015 | 03/2021 |
| Regions Bank | Dallas | TX | 05/2021 | 02/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2021 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Irving | TX | 03/2022 | 11/2022 |
| Wells Fargo Bank, Na | Irving | TX | 02/2022 | 11/2022 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 11/2022 | 06/2025 |
| Texas Capital Bank | Dallas | TX | 11/2022 | 06/2025 |
| Tcbi Securities | Dallas | TX | 03/2023 | 06/2025 |
| Ameriprise Financial Services, Llc | Dallas | TX | 08/2025 | Present |
| Fifth Third Securities | Dallas | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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