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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
San Antonio, TX • United States
10001 Reunion Pl Ste 422, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2010 | 12/2016 |
| Securities America Inc. | La Vista | NE | 02/2017 | 02/2021 |
| Securities America Advisors | La Vista | NE | 02/2017 | 02/2021 |
| Edelman Financial Engines | Santa Clara | CA | 03/2021 | 08/2022 |
| Lpl Financial Llc | San Antonio | TX | 11/2022 | 02/2024 |
| Tlwm Financial | San Antonio | TX | 11/2022 | 02/2024 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 06/2026 | Present |
| Unemployed | San Antonio | TX | 03/2024 | 07/2024 |
| Wells Fargo Bank | San Antonio | TX | 08/2024 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-01 |
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