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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
Branch Locations
4120 W Interstate 20, Arlington, TX 76017-1445 • United States
Mansfield, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Vienna | VA | 08/2017 | 07/2020 |
| Us Senate | Washington | DC | 01/2011 | 09/2017 |
| The Prudential Insurance Company Of America | Vienna | VA | 08/2017 | 07/2020 |
| Geneos Wealth Management Inc | Centennial | CO | 08/2020 | 06/2022 |
| Advanced Financial Planning Lp | Arlington | TX | 08/2020 | 12/2020 |
| Actum Wealth Advisors Llc | Arlington | TX | 12/2020 | Present |
| Ameriprise Financial Services, Llc | Arlington | TX | 06/2022 | Present |
Business Ownership; T A Hoyt LLC; Owner; Manage Ameriprise Business; 2611 Vista Ridge Dr, , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 40 to 59 hours per month; 60 during trading hours. Outside Employment; ACTUM WEALTH ADVISORS; FINANCIAL ADVISOR - CLIENT MEETINGS; ; 4120 W INTERSTATE 20, , ARLINGTON, TX, 76016; Investment-Related; 06/23/2022; 40 to 59 hours per month; 20 to 39 during trading hours / T A Hoyt LLC; Owner; Manage advisory business; 2611 Vista Ridge Dr, , Mansfield, TX, 76063; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-15 |
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