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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-20 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hurst | TX | 10/2011 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Southlake | TX | 11/2019 | Present |
RENTAL PROPERTY, INVT RELATED, LANTANA, TX, 100% OWNERSHIP, START DATE 8/15/2007, 1 HR PER MONTH, 0 HRS DURING TRADING, INSPECT PROPERTY, PAY TAXES AND COLLECT RENT. NSB GROUP, LLC, INVT RELATED, CORINTH, TX, 50% OWNERSHIP, START DATE 7/15/2016, 3 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER. RENTAL PROPERTY, INVT RELATED, SANGER, TX, 100% OWNERSHIP WITH SPOUSE, START DATE 8/30/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, COLLECT RENT FROM TENANTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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