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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
6860 N Dallas Pkwy Ste 500, Plano, TX 75024 • United States
Euless, TX • United States
Euless, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2016 | 02/2017 |
| Td Ameritrade, Inc | Southlake | TX | 02/2017 | 12/2017 |
| Td Ameritrade Investment Management, Inc | Southlake | TX | 02/2017 | 12/2017 |
| Strategic Advisers, Inc. | Westlake | TX | 07/2016 | 02/2017 |
| Jp Morgan Securities Llc | Richardson | TX | 12/2017 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 09/2021 | 05/2025 |
| Ameriprise Financial Services Llc | Plano | TX | 05/2025 | Present |
Business Ownership; Mymerla Estates LLC; Co-owner; Real Estate; 2807 Allen St, #830, Dallas, TX, 75204; Not Investment-Related; 01/01/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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