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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Cincinnati | OH | 08/2016 | 04/2017 |
| Pnc Bank, Na | Cincinnati | OH | 08/2016 | 04/2017 |
| Swbc Investment Services, Llc | San Antonio | TX | 12/2017 | 03/2019 |
| Swbc Investment Company | San Antonio | TX | 12/2017 | 03/2019 |
| Unemployed | The Woodlands | TX | 04/2017 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Spring | TX | 04/2019 | 10/2021 |
| J.P. Morgan Securities Llc | Spring | TX | 04/2019 | 10/2021 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 11/2021 | 04/2025 |
| Charles Schwab Bank, Ssb | The Woodlands | TX | 11/2021 | 04/2025 |
| Ameriprise Financial Services, Llc | Houston | TX | 04/2025 | Present |
Outside Employment; Tiras Wealth Management LLC; LLC to handle the operations and income split for our AMPF franchises; Manage advisory business; 11 Greenway Plaza, #3000, Houston, TX, 77046; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-08 |
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