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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Pasadena | TX | 05/2011 | 03/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 03/2018 |
| Unemployed | Houston | TX | 03/2018 | 08/2018 |
| Compass Bank | Birmingham | AL | 08/2018 | 07/2021 |
| Bbva Securities Inc | Houston | TX | 08/2018 | 07/2021 |
| Bbva Compass Insurance Agency Inc | Austin | TX | 08/2018 | 07/2021 |
| Bbva Wealth Solutions Inc. | Houston | TX | 09/2018 | 07/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2021 | 11/2024 |
| Regions Bank | Pearland | TX | 07/2021 | 11/2024 |
| Cetera Investment Advisers Llc | Pearland | TX | 07/2021 | 11/2024 |
| Ameriprise Financial Services, Llc | Houston | TX | 11/2024 | 04/2026 |
| Regions Bank | Round Rock | TX | 05/2026 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | Round Rock | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-29 |
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