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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-16 |
Branch Locations
5960 Berkshire Ln Ste 1200, Dallas, TX 75225 • United States
Farmers Branch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 12/2015 | 08/2018 |
| Ubs Financial Services Inc. | Dallas | TX | 09/2018 | 11/2018 |
| Ameriprise Financial Services Inc | Dallas | TX | 11/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Dallas | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-24 |
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