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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
7460 Warren Pkwy Ste 260, Frisco, TX 75034 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 10/2024 | 04/2025 |
| Walmart | Prosper | TX | 07/2022 | 10/2022 |
| Yelp | Prosper | TX | 06/2022 | 06/2022 |
| Unemployed | Prosper | TX | 04/2022 | 06/2022 |
| Red Bull Distribution Company | Dallas | TX | 06/2021 | 04/2022 |
| Unemployed | Prosper | TX | 12/2020 | 05/2021 |
| Swire Coca-Cola | Denver | CO | 08/2018 | 12/2020 |
| Alamo Drafthouse | Lubbock | TX | 08/2017 | 09/2017 |
| Pizza Hut | Prosper | TX | 06/2017 | 07/2017 |
| Ruby Tequila's | Lubbock | TX | 02/2017 | 04/2017 |
| Texas Tech University | Lubbock | TX | 08/2014 | 05/2018 |
| Unemployed | Prosper | TX | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Frisco | TX | 10/2022 | 04/2025 |
| Ameriprise Financial Services, Llc | Frisco | TX | 04/2025 | Present |
Outside Employment; Federick Associates, LLC; Employee, responsible for sitting in on meetings with clients and completing all tasks that come from those meetings.; Manage advisory business; 7460 Warren Pkwy, Suite 260, Frisco, TX, 75034; Investment-Related; 05/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
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