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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-03 |
Branch Locations
5960 Berkshire Ln Ste 1200, Dallas, TX 75225 • United States
950 E State Hwy 114 Ste 100, Southlake, TX 76092 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Dallas | TX | 04/2014 | 02/2021 |
| E*Trade Capital Management Llc | Dallas | TX | 02/2021 | 10/2021 |
| E*Trade Securities Llc | Dallas | TX | 02/2021 | 10/2021 |
| Ameriprise Financial Services, Llc | Dallas | TX | 10/2021 | 03/2026 |
| Adp, Inc. | Dallas | TX | 03/2026 | Present |
| Adp Broker-Dealer, Inc. | Dallas | TX | 03/2026 | Present |
Associated person of ADP Strategic Plan Services, LLC as a sales representative which offers investment management and advisory services to plan sponsors. Address: 1 ADP Boulevard, Roseland, NJ 07068 United States Start Date of Relationship: 3/2026 Approximate # of Hours per month (during trading hours): 60 hours Business Nature: Financial Services Description of Duties: Associated person of ADP Strategic Plan Services, LLC as a sales representative which offers investment management and advisory services to plan sponsors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
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