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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Austin | TX | 08/2023 | 07/2025 |
| Edward Jones | Round Rock | TX | 06/2019 | 08/2023 |
| Independent Contractor | Round Rock | TX | 11/2006 | 07/2019 |
| Ameriprise Financial Services, Llc | Austin | TX | 07/2025 | 04/2026 |
| Raymond James & Associates, Inc. | Austin | TX | 04/2026 | Present |
Rouse High School Raider Golf Booster Club; Treasurer; Leander, TX; Not Investment-Related; 08/27/2024; 1 to 9 hours per month; 0 during trading hours; Chisholm Trail; Vice Chair of Membership; Austin, TX; Not Investment-Related; 12/02/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
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