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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 07/2014 | 07/2019 |
| Austin Private Wealth, Llc | Austin | TX | 07/2019 | 06/2020 |
| Post Oak | Kyle | TX | 08/2020 | 07/2021 |
| Lpl Financial, Llc | Taylor | TX | 07/2021 | 07/2026 |
| Dovetail Wealth Management, Llc | Taylor | TX | 07/2021 | 07/2026 |
| Ameriprise Financial Services, Llc | Bastrop | TX | 07/2026 | Present |
Outside Employment; Frontier Bank of Texas; Financial Advisor- Providing financial advice and services to bank clients; Providing financial advice and services to bank clients; 921 Main Street, , Bastrop, TX, 78602; Investment-Related; 07/17/2026; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Treasurer- Cub Scout Pack 109; I am the Treasurer of Cub Scout Pack 109 based in Lockhart, TX.; 108 S Kaupo A, , Bastrop, TX, 78602; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Amazon Vine; This is a product review program where Amazon sends me products that are new to Amazon for me to review. I am not paid for my reviews, but Amazon allows me to keep the product after I write the review. This is considered "non-financial compensation" and Amazon issues me a tax document each year indicating the approximate value of the products I received.; 108 S Kaupo A, , Bastrop, TX, 78602; Not Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-09 |
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