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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
| IA | RA | APPROVED | 2026-07-17 |
Branch Locations
5960 Berkshire Ln Ste 1200, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income By Design | Addison | TX | 05/2005 | 07/2026 |
| Kestra Advisory Services, Llc | Dallas | TX | 04/2016 | 07/2026 |
| Kestra Investment Services, Llc | Dallas | TX | 05/2005 | 07/2026 |
| Ameriprise Financial Services Llc | Dallas | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
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