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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 11/2013 | 08/2017 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2013 | 08/2017 |
| Comerica Bank | Dallas | TX | 08/2017 | 11/2023 |
| Comerica Securities, Inc. | Dallas | TX | 09/2017 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
Outside Employment; Comerica Bank; Employee with Comerica Bank as a Wealth Advisor; Comerica Bank Employee; 8225 Preston Road, , Dallas , TX, 75225; Investment-Related; 08/17/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-08 |
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