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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
Branch Locations
4120 W Interstate 20, Arlington, TX 76017-1445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Planning | Arlington | TX | 05/2013 | 12/2020 |
| Geneos Wealth Management Inc | Arlington | TX | 06/2015 | 06/2022 |
| Actum Wealth Advisors Llc | Arlington | TX | 12/2020 | Present |
| Ameriprise Financial Services, Llc | Arlington | TX | 06/2022 | Present |
Business Ownership; Actum Wealth Advisors; Run day to day business operations. Provide financial advice for clients to help plan for and enjoy retirement. Provide vision and leadership for the team.; Personal financial advising, retirement planning, and investment management.; 4120 W. I-20, , Arlington, TX, 76017; Investment-Related; 05/01/2015; 40 to 59 hours per month; 40 to 59 during trading hours / QKimball LLC; Owner; Manage Ameriprise Business; 7348 Cabot Estates, , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours / GVTT Enterprises LLC; Co-owner; Real Estate; 7348 Cabot Estates Dr, , Mansfield, TX, 76063; Not Investment-Related; 09/25/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; QKimball LLC; Owner; Manage advisory business; 7348 Cabot Estates, , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-26 |
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