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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | Wylie | TX | 04/2006 | 04/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 04/2020 | 03/2022 |
| Raymond James Financial Services, Inc. | Lewisville | TX | 03/2022 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Lewisville | TX | 03/2022 | 05/2024 |
| Logsdon Wilson Wealth Advisors Llc | Lewisville | TX | 03/2022 | 05/2024 |
| Ameriprise Financial Services, Llc | Frisco | TX | 05/2024 | Present |
Outside Employment; Federick Associates, LLC; I'm an Associate Financial Advisor for the practice; Manage advisory business; 7460 Warren Pkwy, Suite 260, Frisco, TX, 75034; Investment-Related; 05/20/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-05 |
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