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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-21 |
Branch Locations
5172 Village Creek Dr Ste 103, Plano, TX 75093-4444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2018 | 05/2022 |
| Fidelity Investments | Westlake | TX | 04/2016 | 12/2018 |
| Charles Schwab & Co., Inc. | Haslet | TX | 05/2022 | 03/2025 |
| Charles Schwab Bank, Ssb | Haslet | TX | 05/2022 | 03/2025 |
| Ameriprise Financial Services, Llc | Plano | TX | 02/2026 | Present |
| Hul-Ster Roofing Llc | Fort Worth | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
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