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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States
Dallas, TX • United States
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | O'FAllon | IL | 08/2015 | 06/2019 |
| 1818 Chophouse | O'FAllon | IL | 06/2018 | 03/2019 |
| Pacsun | Fairview Heights | IL | 07/2019 | 08/2019 |
| Full-Time Education | Springfield | MO | 08/2019 | 07/2023 |
| Menards | Springfield | MO | 04/2021 | 11/2022 |
| Penney, Murray & Associates | Springfield | MO | 09/2022 | 05/2023 |
| Charles Schwab & Co., Inc. | Saint Louis | MO | 07/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Chesterfield | MO | 02/2024 | 07/2024 |
| Ameriprise Financial Services, Llc | Dallas | TX | 08/2024 | Present |
Outside Employment; Geaux Sooners LLC, DBA Luminate; Client Service Specialist - work with advisor to service client needs; Manage advisory business; 1601 Elm St STE 4350, , Dallas, TX, 75206; Investment-Related; 08/12/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
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