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1415 E Blanco Rd Suite 8, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craig-Hallum Capital Group | Minneapolis | MN | 08/2019 | 03/2020 |
| Wells Fargo | Minneapolis | MN | 05/2019 | 08/2019 |
| Ndbf | Lincoln | NE | 05/2016 | 05/2019 |
| Country Club Of Lincoln | Lincoln | NE | 03/2016 | 12/2016 |
| Unemployed | St Louis Park | MN | 03/2020 | 05/2020 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 05/2020 | 09/2025 |
| Brinker Capital Securities | Berwyn | PA | 01/2022 | 09/2025 |
| Advisor Logistics, Llc | Aberdeen | SD | 02/2026 | Present |
| Unemployed | Aberdeen | SD | 10/2025 | 01/2026 |
AEC Holdings, LLC; Not investment-related; Private residence in Aberdeen, SD; Registered Agent; Start Date 7/16/2024; Land holding company; 1 hour per year; no compensation, no duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-03 |
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