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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-22 |
Branch Locations
5000 Quorum Dr Ste 375, Dallas, TX 75254 • United States
Plano, TX • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Onyx Wealth Advisors, Inc | Dallas | TX | 09/2003 | 02/2017 |
| First Allied Securites, Inc. | San Diego | CA | 05/2012 | 02/2017 |
| First Allied Advisory Services, Inc. | Dallas | TX | 05/2013 | 02/2017 |
| Ameriprise Financial Services Inc | Dallas | TX | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Dallas | TX | 03/2020 | Present |
Independent Insurance Brokering; Athene; 08/16/2016; / Ohio National; 02/17/2017; . Board of Directors; Prestonwood Baptist Church Foundation; General Board member; Plano, TX, ,; ; 01/01/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-07 |
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