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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
Branch Locations
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Central Point | OR | 08/2011 | 08/2021 |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 09/2021 | 01/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 09/2021 | 01/2022 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 01/2022 | Present |
Outside Employment; Insperity; My Insperity employment is directed by, and for the exclusive benefit of Mesquite Wealth Management and relates to financial planning, investments, and other activities offered through Ameriprise Financial Services, LLC and its affiliated companies; Manage advisory business; 1314 E Sonterra Blvd , Bldg 4 St 401, San Antonio, TX, 78258; Investment-Related; 08/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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