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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
8850 Boedeker St, Dallas, TX 75225 • United States
Dallas , TX • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-22 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
Dallas, TX • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Comerica Securities | Richmond | VA | 01/1995 | 08/2023 |
| Ameriprise Financial Services | Dallas | TX | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Dallas | TX | 08/2023 | Present |
| Fifth Third Securities | Dallas | TX | 07/2026 | Present |
Outside Employment; Comerica Bank; Comerica Bank Employee-Financial Advisor; Comerica Bank Employee-Financial Advisor; 8850 Boedeker, MC 6505, Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Maestro/ICS; cash management platform for institutional/retail and corporate clients; 8850 Boedeker, MC 6505, Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
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