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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Group | Pheonix | AZ | 08/2022 | 09/2023 |
| Alternative Ira Services, Llc (Bitcoinira) | The Woodlands | TX | 10/2016 | 07/2022 |
| Sagepoint Financial | Phoenix | AZ | 07/2023 | 09/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 09/2025 |
| Unemployed | Santa Clarita | CA | 08/2016 | 09/2016 |
| Ld Lowe Wealth Advisory | Richardson | TX | 09/2025 | 05/2026 |
| Ameriprise Financial Services, Llc | Bedford | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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