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1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-17 |
Branch Locations
1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 12/2013 | 03/2017 |
| Truefg, Llc Dba True Financial Group | Cedar Park | TN | 03/2017 | Present |
1) Owner of residential rental property; not investment-related; managing long-term residential property; September 2020; located in Leander, TX; devotes less than 1 hour per month to this activity. 2) Marie Freemeyer (individual); Yes, investment-related; Port Aransas (vacation rental), Texas and Georgetown, Texas (long-term rental); Manage vacation rental in conjunction with a hired Property Manager and manage long-term residential property; Manager; Owner; March 2021 (vacation rental) and October 2021 (residential rental); Less than 1 hour per month; Less than 1 hour per month during trading hours; Owner and Manager. 3)Rental Property; not investment related; Leander, TX; owner; Start September 2022; 1 hour per month; none during trading hours; managing residential property 4)Rental Property; not investment related; Round Rock, TX; owner; Start September 2022; 1 hour per month; none during trading hours; managing residential property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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