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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
5407 N Mccoll Rd Ste B, Mcallen, TX 78504-2251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 05/2013 | 01/2025 |
| Agia | Houston | TX | 12/2022 | 01/2025 |
| Ameriprise Financial Services, Llc | Houston | TX | 01/2025 | Present |
Business Ownership; Eastbury Company, LLC; Co-owner; Manage Ameriprise Business; 800 Bering Dr. Ste. 105, , Houston, TX, 77057; Investment-Related; 09/01/2023; 60 hours per month; 60 during trading hours / 3VNO Construction Services; Co-owner; Oil and Gas Construction; 5247 Beechnut st., , Houston, TX, 77096; Not Investment-Related; 05/29/2026; 0 hours per month; 0 during trading hours. Board of Directors; Bellaire Little League Boad of Directors; Tee Ball/Rookie Ball Coordinator; 5124 Jessamine St., , Bellaire, TX, 77401; Not Investment-Related; 08/10/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-23 |
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