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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-29 |
Branch Locations
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States
5172 Village Creek Dr Ste 103, Plano, TX 75093-4444 • United States
Lowry Crossing, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 12/2008 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 03/2009 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Ameriprise Financial Services, Llc | Dallas | TX | 05/2020 | Present |
Business Ownership; Glide Path Partners LLC; Owner; Manage Ameriprise Business; 755 Overland Dr., , McKinney, TX, 75069; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours. Outside Employment; Glide Path Partners LLC; Owner; Manage advisory business; 755 Overland Dr., , McKinney, TX, 75069; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours / Geaux Sooners, LLC; My personal LLC, "Glide Path Partners, LLC" receives compensation from Geaux Sooners, LLC; Manage advisory business; 1601 Elm St Ste 4350, , Dallas, TX, 75069; Investment-Related; 03/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-04 |
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