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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
2323 South Shepherd Dr. Suite 805, Houston, TX 77019 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Houston, TX • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 08/2012 | 09/2017 |
| Unemployed | Houston | TX | 10/2017 | 03/2018 |
| Ameriprise Financial Services, Inc. | Houston | TX | 04/2018 | 05/2018 |
| Ameriprise Financial Services, Inc | Houston | TX | 05/2018 | 09/2018 |
| Mosaic Advisors | Houston | TX | 09/2018 | 10/2024 |
| Kestra Advisory Services, Llc | Houston | TX | 06/2025 | Present |
| Unemployed | Houston | TX | 10/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
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