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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
701 S. Taylor St Lb-120, Amarillo, TX 79101 • United States
Amarillo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2012 | 07/2024 |
| Ameriprise Financial Services, Llc | Amarillo | TX | 07/2024 | Present |
Board of Directors; Aten Ministries, Inc Board of Directors; board member; PO Box 5925, , Granbury, TX, 76049; Not Investment-Related; 06/01/1999; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Patrick and Dwaina Six marriage speakers; Co-owner; I am a speaker for mostly church organizations along with my husband for Christian marriage conferences; 7303 Ashland Dr, , Amarillo , TX, 79119; Not Investment-Related; 01/01/1993; 1 to 9 hours per month; 0 during trading hours / Dwaina Six financial coach; volunteer although I receive a small honorarium for my time.; I work with the Baptist General Convention of Texas to counsel with pastors who are seeking grants. They are struggling financially and in order to be approved for a $5000 grant for personal help, they must meet with a financial advisor 3 times. I discuss budgeting and debt reduction primarily. I don't discuss specific investments, I only encourage them to be investing for the future.; 7557 Rambler Rd, Ste 1200, Dallas, TX, 75231; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Happy State Bank; employee - financial advisor in a dual role; Dual advisor with Happy State Bank - a division of Centennial Bank; 701 S Taylor, LB-102, Amarillo, TX, 79101; Investment-Related; 07/19/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-19 |
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