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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
2007 N Collins Blvd Ste 401, Richardson, TX 75080 • United States
Lucas, 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2013 | 05/2024 |
| Ameriprise Financial Services, Llc | Richardson | TX | 05/2024 | Present |
Business Ownership; TWM Group; Owner; Manage Ameriprise Business; 961 Belmont Ct, , Lucas, TX, 75002; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Lucas Christian Academy; Head Basketball Coach; I work part time as the head basketball coach at a local private Christian High School; 505 W Lucas Rd, , Lucas, TX, 75002; Not Investment-Related; 05/24/2024; 20 to 39 hours per month; 1 to 9 during trading hours / TWM Group; Owner; Manage advisory business; 961 Belmont Ct, , Lucas, TX, 75002; Investment-Related; 07/01/2025; 10 to 19 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
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