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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-30 |
Branch Locations
236 W Pecan St Suite 110, Celina, TX 75009 • United States
5851 Legacy Cir Ste 600, Plano, TX 75024 • United States
Prosper, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 04/2014 | 11/2016 |
| Ameriprise Financial Services, Inc. | Plano | TX | 11/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Celina | TX | 03/2020 | Present |
Outside Employment; TDW Holdings, LLC; Associate Financial Advisor; To manage practice expenses and salaries; 204 E Pecan Street, Suite D, Celina, TX, 75009; Investment-Related; 05/24/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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