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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2014 | 10/2018 |
| Rbfcu Investments Group, Llc. | Live Oak | TX | 10/2014 | 10/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | 08/2021 |
| Randolph-Brooks Federal Credit Union | Live Oak | TX | 10/2018 | 10/2020 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 08/2021 | Present |
| Rbfcu Services Llc | Live Oak | TX | 10/2020 | Present |
Outside Employment; RBFCU Assets LLC; As CUSO Data Analytics Manager, I provide analytical and operational support to CUSO leadership, as well as serve as a primary liaison to external third-party partners and our parent organization, Randolph-Brooks Federal Credit Union (RBFCU).; RBFCU Assets LLC is a consulting group that provides support to Credit Union Service Organization (CUSO) companies and their affiliates. It is a wholly-owned subsidiary of RBFCU Services LLC and an affiliate of Randolph-Brooks Federal Credit Union (RBFCU).; 1 IKEA-RBFCU Parkway, , Live Oak, TX, 78233; Investment-Related; 10/04/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
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