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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Houston | TX | 06/2019 | Present |
| Thomas Markle Jewelers | Houston | TX | 12/2018 | 06/2019 |
| University Of Houston | Houston | TX | 08/2015 | 05/2019 |
Outside Employment; Geaux Sooners, LLC DBA Luminate; Sit in client meetings, handle client requests (trade requests, forms, etc.), work on financial plans, lead our financial planning department, lead our financial planning analysts.; Compensation from Geaux Sooners, LLC DBA Luminate; 1601 Elm Street, Suite 4350, Dallas, TX, 75201; Investment-Related; 06/10/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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