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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 02/2020 |
| Kinetic Software | Stoneham | MA | 02/2017 | 06/2018 |
| Time Warner Cable | San Antonio | TX | 01/2015 | 12/2016 |
| Teamwork Financial Group | San Antonio | TX | 02/2020 | 01/2026 |
| Teamwork Financial Advisors | San Antonio | TX | 02/2020 | 01/2026 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 01/2026 | Present |
Real Estate Ownership; Single Family; 21715 Thunder Basin, , San Antonio, TX, 78261; Not Investment-Related; 08/01/2026. Outside Employment; RBFCU; Financial advisor providing advice to clients; Financial advisor providing advice to clients; 1 IKEA - RBFCU Pkwy, , Live Oak, TX, 78233; Investment-Related; 01/20/2026; 40 to 59 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-18 |
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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