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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-13 |
Branch Locations
800 Bering Dr Ste 105, Houston, TX 77057 • United States
5407 N Mccoll Rd Ste B, Mcallen, TX 78504-2251 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2011 | 11/2018 |
| Ameriprise Financial Services, Inc. | Houston | TX | 01/2019 | 03/2020 |
| Ameriprise Financial Service, Llc | Houston | TX | 01/2019 | Present |
Independent Insurance Brokering; Symetra; 09/26/2023; Universal Life. Business Ownership; Di11, LLC; Owner, Single Employer/Employee; I have a business brokerage account which is in the process of being renamed to the approved Di11, LLC. I pay myself a W-2 $125k wage as of 2025 and contribute to a 401(k) with ADP maxing out annual contributions, paid into monthly.; 1918 Chaparral Dr, , Houston, TX, 77043; Not Investment-Related; 03/28/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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