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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
Branch Locations
4120 W Interstate 20, Arlington, TX 76017-1445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Arlington | TX | 06/2010 | 06/2022 |
| Advanced Financial Planning | Arlington | TX | 06/2010 | 12/2020 |
| Actum Wealth Advisors Llc | Arlington | TX | 12/2020 | Present |
| Ameriprise Financial Services, Llc | Arlington | TX | 06/2022 | Present |
Business Ownership; Actum Wealth Advisors; Wealth manager, meeting with clients, providing financial advice, making recommendations regarding asset allocation of portfolios; Financial planning, wealth management; 4120 W I 20, , Arlington, TX, 76017; Investment-Related; 07/01/2010; 60 hours per month; 60 during trading hours / J Husk LLC; Owner; Manage Ameriprise Business; 4803 Sunflower Dr. , , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours. Outside Employment; Actum Wealth Advisors; Registered Representative - Wealth advisor, financial planner; ; 4120 W I-20, , Arlington, TX, 76017; Investment-Related; 07/01/2010; 60 hours per month; 60 during trading hours / J Husk LLC; Owner; Manage advisory business; 4803 Sunflower Dr., , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-06 |
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