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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2023-05-12 |
Branch Locations
1 Righter Pkwy Ste 250, Wilmington, DE 19803-1534 • United States
118 W Goforth Rd Ste 4, Buda, TX 78610-9501 • United States
Buda, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp | Austin | TX | 11/2015 | 09/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2018 | 09/2018 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 01/2018 | 09/2018 |
| Unemployed | Na | TX | 10/2017 | 01/2018 |
| Edward Jones | Buda | TX | 10/2016 | 10/2017 |
| Raymond James & Associates, Inc. | Austin | TX | 09/2018 | 05/2023 |
| Ameriprise Financial Services, Llc | Austin | TX | 05/2023 | Present |
Outside Employment; Montandon & Associates; Work as financial advisor for a franchise team; Manage advisory business; 10514 Morado Circle Bldg 2 Suite 100, , AUSTIN, TX, 78759; Investment-Related; 05/12/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
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