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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED | 2016-10-12 |
Branch Locations
1900 Sam Houston St, Liberty, TX 77575 • United States
Dayton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 06/2015 | 10/2016 |
| Securian Financial Services, Inc | St Paul | MN | 06/2015 | 10/2016 |
| Img Financial Group, Inc | St Paul | MN | 06/2015 | 10/2016 |
| Fogle Manufacturing | Stafford | TX | 01/2011 | 10/2016 |
| Ameriprise Financial Services, Inc. | Houston | TX | 10/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Liberty | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 912 Lawrence St., , Houston, TX, 77008; Not Investment-Related; 06/01/2025. Outside Employment; First Liberty Bank; Senior Wealth Advisor - Provide investment management, financial planning, relationship management to Ameriprise account holders, provide insurance solutions, investment advice, portfolio management and financial planning; Manage advisory business; 1900 Sam Houston St., , Liberty, TX, 77475; Investment-Related; 08/23/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-09 |
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