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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2013-11-20 |
| TX | RA | APPROVED | 2006-07-17 |
Branch Locations
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109 • United States
2800 Shoreline Dr Ste 225, Denton, TX 76210 • United States
Keller, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hurst | TX | 04/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 03/2020 | Present |
Business Ownership; Clearfork Wealth Management, LLC; Co-owner; Ameriprise Financial Services Franchise; 5600 Clearfork Main Street, Suite 460, Fort Worth, TX, 76109; Investment-Related; 10/08/2012; 60 hours per month; 20 to 39 during trading hours. Board of Directors; Money with Meaning; Member; 6211 Southwest Blvd. Suite 300AFort Worth, TX 76132, ,; ; 07/08/2013; 1 to 9 hours per month; 0 during trading hours / LoneStar chapter of Charitable Gift Planners; President of the Board; 14070 Proton Rd. Suite 100, , Dallas, TX, 75244; Not Investment-Related; 08/16/2021; 1 to 9 hours per month; 0 during trading hours / Advancement Foundation for the Diocese of Fort Worth; At Large; 201 Main Street, Suite 1198, , Fort Worth, TX, 76102; Investment-Related; 06/01/2022; 10 to 19 hours per month; 0 during trading hours / Legatus; Membership Chair; 3305 Moss Hollow, , Fort Worth, TX, 76109; Not Investment-Related; 10/21/2020; 1 to 9 hours per month; 0 during trading hours / Alpha Tau Omega, Theta Nu Board of Trustees; Member; One Bear Place #97016, , Waco, TX, 76798; Not Investment-Related; 04/25/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Clearfork Wealth Management, LLC; Co-owner; Manage advisory business; 5600 Clearfork Main Street, Suite 460, Fort Worth, TX, 76109; Investment-Related; 07/05/2009; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-15 |
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