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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2023-06-20 |
Branch Locations
6919 Chancellor Dr Ste A, Cedar Falls, IA 50613-6926 • United States
Friendswood, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sws Financial Services | Houston | TX | 06/2004 | 12/2016 |
| Freedom Wealth Management | Houston | TX | 04/2022 | 11/2022 |
| Ameriprise Financial Services, Llc | Cedar Falls | IA | 06/2023 | Present |
| Doordash | Friendswood | TX | 11/2021 | 06/2023 |
| First Allied Securities, Inc. | San Diego | CA | 12/2016 | 06/2021 |
| Lifestyle Asset Management, Inc. | Friendswood | TX | 11/2018 | 06/2021 |
| Unemployed | Friendswood | TX | 06/2021 | 11/2021 |
| Corecap Investments, Llc | Southfield | MI | 04/2022 | 11/2022 |
| Corecap Advisors, Llc | Southfield | MI | 04/2022 | 11/2022 |
| Impact! Partners Financial | League City | TX | 11/2022 | 03/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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