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22202 Highland Knolls Drive, Katy, TX 77450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 06/2013 | 02/2017 |
| Trisperity Advisors, Llc | Katy | TX | 02/2017 | Present |
1.)Bojangles Trust; Revocable Trust; 32203 Waterford Crest Ln, Weston Lakes, TX 77441; Grantor/Trustee; December 2025; less than 1 hour; Fiduciary Duties 2.)JM Mac Family Trust; Revocable Trust; 4011 Wentworth Dr, Fulshear, TX 77441; Co-Trustee; April 2026; less than 1 hour; Fiduciary Duties 3.)Michael Ray McCulloch Trust; Irrevocable Trust; 4011 Wentworth Dr, Fulshear, TX 77441; Co-Trustee; April 2026; less than 1 hour; Fiduciary Duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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