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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-12 |
Branch Locations
559 S Interstate 35 Ste 100, Round Rock, TX 78664-2939 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bryan | TX | 03/2015 | 11/2016 |
| Wells Fargo Advisors, Llc | Bryan | TX | 05/2014 | 11/2016 |
| Self | College Station | TX | 10/2003 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Bryan | TX | 11/2016 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Bryan | TX | 11/2016 | 06/2025 |
| Ameriprise Financial Services, Llc | Round Rock | TX | 07/2025 | Present |
Other Business Activities; Melaleuca, Inc.; Direct Sales and Marketing. Refer people to the company and get paid if they shop there.; 4609 W 65th South, , Idaho Falls, ID, 83402; Not Investment-Related; 03/01/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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