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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-13 |
Branch Locations
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109 • United States
Benbrook, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financil Services, Inc | Fort Worth | TX | 08/2018 | 03/2020 |
| Northwestern Mutual | Houston | TX | 08/2017 | 08/2018 |
| Ymca | Houston | TX | 08/2012 | 08/2017 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 03/2020 | Present |
Independent Insurance Brokering; Mutual of Omaha Life Insurance Co.; 10/07/2025; Universal Life. Outside Employment; Clearfork Wealth Management, LLC; My position is a financial advisor. I am a part of the advice team for the firm's book of business; Manage advisory business; 5600 Clearfork Main St, Ste 460 , Fort Worth , TX, 76109; Investment-Related; 07/01/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
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