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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
Lewisville, TX • United States
1401 Precinct Line Rd, Hurst, TX 76053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2014 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2017 | 06/2019 |
| Bank Of America, N.A. | Dallas | TX | 04/2017 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 06/2019 | 07/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2020 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 08/2020 | 03/2021 |
| Fisher Investments | Plano | TX | 03/2021 | 01/2025 |
| Ameriprise Financial Services, Llc | Hurst | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-12 |
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