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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
11 Greenway Plz Ste 3000, Houston, TX 77046 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2019 | 12/2023 |
| Bank Of America, N.A. | Houston | TX | 07/2019 | 12/2023 |
| Ameriprise Financial Services, Llc | Houston | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-26 |
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