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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
1612 Summit Ave Ste 410, Fort Worth, TX 76102-5916 • United States
Fort Worth, TX • United States
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 |
|---|---|---|---|---|
| Fort Worth Indepedent School District | Fort Worth | TX | 09/2009 | 09/2022 |
| Wells Fargo Advisors Llc | Fort Worth | TX | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 09/2022 |
| Ameriprise Financial Services | Fort Worth | TX | 09/2022 | 09/2022 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Fort Worth | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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