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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-24 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 04/2020 |
| Eddie Bauer | Southlake | TX | 12/2015 | 01/2017 |
| Quiktrip | Keller | TX | 05/2016 | 01/2017 |
| Oklahoma State University | Stillwater | OK | 07/2007 | 05/2018 |
| Pepsico | Oklahoma City | OK | 05/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Irving | TX | 05/2020 | 09/2021 |
| Securities America, Inc. | Southlake | TX | 09/2021 | 09/2022 |
| Securities America Advisors | Southlake | TX | 09/2021 | 09/2022 |
| Arbor Point Advisors | Southlake | TX | 08/2022 | 09/2022 |
| Unemployed | Dallas | TX | 10/2022 | 12/2022 |
| Raymond James Financial Services, Inc | Dallas | TX | 01/2022 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 12/2022 | 06/2024 |
| Carter Financial Management | Dallas | TX | 12/2022 | 06/2024 |
| Carter Advisory Services | Dallas | TX | 12/2022 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
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