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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Dallas | TX | 12/2019 | Present |
| Bb&T Investments | Richmond | VA | 12/2019 | Present |
| Bb&T | Austin | TX | 11/2018 | 12/2019 |
| Bb&T | Dallas | TX | 12/2015 | 11/2018 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
Outside Employment; Comerica Bank; Wealth Advisor for Comerica Wealth management. ; CMA Wealth Advisor ; 8225 Preston Road, 2nd floor, Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
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