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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-27 |
Branch Locations
2830 N Fm 565 Rd Ste 600, Mont Belvieu, TX 77523-5075 • United States
Madison, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management Llc | Kansas City | MO | 12/2016 | 10/2018 |
| Homemaker | Denver | CO | 04/2015 | 12/2016 |
| Ameriprise Financial Services, Llc | Mont Belvieu | TX | 07/2025 | Present |
| Homemaker | Madison | AL | 11/2018 | 02/2022 |
| Womack & Associates, Llc | Huntsville | AL | 02/2022 | 06/2025 |
Outside Employment; Marcontell Tax Consulting, LLC; My position is Tax Director. My responsibilities include preparation and review of tax returns and the related tasks to complete tax returns as well as tax planning.; Tax Preparation; 2830 N FM 565, Suite 600, Mont Belvieu, TX, 77523; Not Investment-Related; 01/01/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-17 |
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