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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-06 |
Branch Locations
8751 Collin Mckinney Pkwy Ste 301, Mckinney, TX 75070 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Mckinney | TX | 04/2017 | Present |
| Unemployed | Plano | TX | 02/2017 | 03/2017 |
| Northwestern Mutual | Frisco/Highland Park | TX | 07/2015 | 01/2017 |
Outside Employment; Windfall Profit, LLC; I am the Client Concierge of Encircle Wealth Advisors owned by franchisee Sam Thornal. I primarily deal with the administrative tasks related to practice client base at Sam's direction.; Manage advisory business; 8751 Collin McKinney Pkwy, Suite 302, McKinney, TX, 75070; Investment-Related; 04/12/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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