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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 08/2025 |
| Progetan Llc | Houston | TX | 10/2009 | 03/2018 |
| Exponential Inc | Houaton | TX | 06/2015 | 03/2020 |
| Zanker Advisors Llc | Houston | TX | 03/2018 | 03/2020 |
| Ameriprise Financial Services Llc | Plano | TX | 08/2025 | Present |
Board of Directors; Indus International Research Foundation, Americas; President and Co Founder; 2105 , Long Park Avenue, Prosper, TX, 75078; Not Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours / World Trade Center, Utah; international Advisor for India; 2105 Long Park Avenue, , Prosper, TX, 75078; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Advisory Board Member; Advisory role for anon profit - institute of Chartered Accountants of India, Dallas Chapter, activities include seminars, and discussions and research on professional accounting subjects; 2105, , Prosper, TX, 75078; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
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