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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
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 |
|---|---|---|---|---|
| Compass Bank | Temple | TX | 09/2008 | 08/2021 |
| Bbva Securities Inc. | Temple | TX | 05/2013 | 08/2021 |
| Bbva Wealth Solutions Inc. | Temple | TX | 08/2014 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2009 | 08/2021 |
| Pnc Investments | Killeen | TX | 08/2021 | 05/2025 |
| Ameriprise Financial Services, Llc | Georgetown | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-07 |
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