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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
440 Louisiana St. Ste. 650, Houston, TX 77002 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sugar Land | TX | 08/2012 | 08/2018 |
| Lpl Financial, Llc | Houston | TX | 08/2018 | 07/2022 |
| Cwm, Llc | Omaha | NE | 07/2022 | Present |
| Wealth Standard Financial | Houston | TX | 08/2018 | Present |
NAME OF BUSINESS: UNT Alumni Assoc. NATURE: To foster a lifelong spirit of belonging and pride by connecting UNT alumni and friends to UNT and each other. START: 09/01/2024 POSITION: President APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: The President shall provide support to the activities of the UNT Alumni Association and to the chapter. The president shall preside at executive and steering committee meetings, appoint standing committee directors, and approve standing committee members. NAME OF BUSINESS: INROADS/Houston Alumni Assoc NATURE: A community of graduates of the INROADS professional internship program. START: 01/01/2022 POSITION: Vice President APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: The Vice President plays a crucial role in fostering connections, supporting progress, and representing the organization. Key duties: ambassadorship, community engagement, professional networking, career support and chapter leadership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
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