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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
8850 Boedeker St, Dallas, TX 75225 • United States
Dallas, TX • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 06/2012 | 04/2019 |
| Tiaa | Lewisville | TX | 06/2012 | 04/2019 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
| Fifth Third Securities | Dallas | TX | 07/2026 | Present |
| Comerica Securities | Dallas | TX | 04/2019 | 11/2023 |
Outside Employment; Comerica Bank; REgistered Client Service Associate; Financial Advisor (assistant); 8850 Boedeker Dr, FL 3, Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Comerica Money Market Manager; Money Market Manager; 8850 Boedeker Dr, FL 3, Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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