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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
700 Highlander Blvd Ste 335, Arlington, TX 76015-4330 • United States
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Arlington | TX | 03/2022 | Present |
| Bennett Wealth Advisors | Mansfield | TX | 08/2017 | 02/2022 |
| David E Trimble, Jd | Troy | MI | 03/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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