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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-16 |
| NV | RA | APPROVED | 2017-04-24 |
Branch Locations
8310-1 N Capital Of Texas Hwy Ste 360, Austin, TX 78731 • United States
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Las Vegas | NV | 12/2016 | 12/2020 |
| Clark County Credit Union | Las Vegas | NV | 02/2016 | 11/2016 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 12/2020 | Present |
Outside Employment; Insperity, LLC; My Insperity employment is directed by, and for the exclusive benefit of Mesquite Wealth Management and relates to financial planning, investments, and other activities offered through Ameriprise Financial Services, LLC and its affiliated companies; Manage advisory business; 19001 Crescent Springs Dr, , Kingwood, TX, 77339; Investment-Related; 08/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-14 |
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