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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
San Antonio, TX • United States
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | San Antonio | TX | 10/2021 | Present |
| University Of Texas At Austin | Austin | TX | 07/2015 | 05/2020 |
| H-E-B Pharmacy | San Antonio | TX | 02/2017 | 06/2022 |
| University Of Texas At Austin Mccombs School Of Business | Austin | TX | 10/2019 | 05/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 04/2025 | Present |
Outside Employment; Insperity, LLC; Associate Financial Advisor; My Insperity employment is directed by, and for the exclusive benefit of Mesquite Wealth Management and relates to financial planning, investments, and other activities offered through Ameriprise Financial Services, LLC and its affiliated companies.; Manage advisory business; 19001 Crescent Springs Dr, , Kingwood, TX, 77339; Investment-Related; 08/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
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