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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED_RES | 2024-03-11 |
| NY | RA | APPROVED | 2022-02-02 |
| NC | RA | APPROVED | 2022-02-02 |
Branch Locations
Portsmouth, NH • United States
25 Chestnut St Ste 300N, Portsmouth, NH 03801-4064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 09/2010 | 10/2019 |
| 1St Global Advisors, Inc. | Dallas | TX | 07/2011 | 10/2019 |
| Avantax Insurance Services | Dallas | TX | 03/2015 | 10/2019 |
| 1St Partners & Co., Inc. | Dallas | TX | 03/2015 | 10/2019 |
| 1St Global Consulting, Inc. | Dallas | TX | 03/2015 | 10/2019 |
| 1St Global Ventures, Inc. | Dallas | TX | 03/2015 | 10/2019 |
| 1St Global Retirement Services, Inc. | Dallas | TX | 03/2015 | 10/2019 |
| 1St Global, Inc. | Dallas | TX | 03/2015 | 10/2019 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 03/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 03/2020 |
| Ameriprise Financial Services Llc | Hauppauge | NY | 07/2021 | Present |
| Unemployed | Allen | TX | 03/2020 | 09/2020 |
| Kuttin Consulting Group | Hauppauge | NY | 09/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-24 |
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