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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
San Antonio, TX • United States
10001 Reunion Pl Ste 422, San Antonio, TX 78216-4127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2017 | 05/2019 |
| Axa Financial | Houston | TX | 12/2017 | 06/2019 |
| Allied Wealth | Spring | TX | 05/2019 | 05/2021 |
| Awm Financial Services Inc. | The Woodlands | TX | 06/2019 | 05/2021 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 10/2021 | 06/2023 |
| Equitable Advisors Llc | New York | NY | 06/2017 | 05/2019 |
| Equitable Financial Life Insurance Co. | New York | NY | 01/2018 | 05/2019 |
| Jpmorgan Chase Bank. Na | Austin | TX | 06/2023 | 01/2025 |
| J.P. Morgan Securities Llc | Austin | TX | 06/2023 | 01/2025 |
| Unemployed | Houston | TX | 09/2016 | 05/2017 |
| Unemployed | Houston | TX | 06/2021 | 09/2021 |
| Unemployed | Austin | TX | 02/2025 | 05/2025 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
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