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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
Branch Locations
10001 Reunion Pl Ste 422, San Antonio, TX 78216-4127 • United States
Fair Oaks Ranch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | San Antonio | TX | 09/2015 | 05/2017 |
| Princor Financial Services Corporation | San Antonio | TX | 09/2015 | 10/2016 |
| Edward Jones | St Louis | MO | 05/2017 | 12/2025 |
| Assured Benefit Administrators | San Antonio | TX | 08/2016 | 02/2017 |
| Ameriprise Financial Services Llc | San Antonio | TX | 12/2025 | Present |
Independent Insurance Brokering; Blue Cross Blue Shield of Texas; 05/01/2005; Health / Principal; 05/04/2015; Universal Life.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
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