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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
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 Inc | Dallas | TX | 12/2007 | 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; Financial Advisor; Manage advisory business; 8850 Boedeker St, 3rd Floor, Dallas, TX, 75225; Not Investment-Related; 11/06/2023; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Maestro; Financial Advisor coordinating with Banking centers and Money market products.; 8850 Boedeker St, 3rd Floor, Dallas, TX, 75225; Investment-Related; 11/06/2023; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
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