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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
Branch Locations
2830 N Fm 565 Rd Ste 600, Mont Belvieu, TX 77523-5075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors,Llc | New York | NY | 08/2019 | 06/2020 |
| Unemployed | Firendswood | TX | 04/2019 | 08/2019 |
| Malibu Tan | Friendswood | TX | 05/2018 | 03/2019 |
| Tulsa Oilers Echl | Tusla | OK | 01/2017 | 11/2017 |
| Oral Roberts University | Tulsa | OK | 06/2013 | 05/2017 |
| Unemployed | Friendswood | TX | 12/2017 | 04/2018 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 05/2021 |
| Fidelity Investments | Houston | TX | 07/2021 | 07/2022 |
| Avidian Wealth Solutions, Llc | Houston | TX | 07/2022 | 06/2023 |
| Ameriprise Financial Services, Llc | Mont Belvieu | TX | 06/2025 | Present |
| Presidio Wealth Partners | Houston | TX | 06/2023 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-16 |
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