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123 N 3Rd St., Canadian, TX 79014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Higgins | TX | 01/2014 | 07/2018 |
| Ameriprise Financial Services, Llc | Canadian | TX | 07/2018 | 06/2024 |
| Perennial Wealth Advisors, Llc | Canadian | TX | 06/2024 | Present |
| Grama Resources Llc | Higgins | TX | 01/2023 | Present |
| Canadian River Mhp, Llc | Canadian | TX | 09/2022 | Present |
| Canadian River Realty | Canadian | TX | 09/2022 | Present |
| Dillon And Kinsey Burrus | Higgins | TX | 01/2019 | Present |
1) Grama Resources LLC; investment-related; Higgins, TX; Holding company for jointly owned inherited real estate; Owner; 01/23/2023; 0 hours/month; Duties: N/A. 2) Canadian River MHP, LLC; not investment-related; Canadian, TX; mobile home park; Co-Owner; 09/26/2022; 1 hour/month; 1 hour/month during securities trading hours; Duties: Co-owner. No additional duties. 3) Canadian River Realty; investment-related; Canadian, TX; Single family home rental properties; Co-Owner; 09/26/2022; 1 hour/month; 1 hour/month during securities trading hours; Duties: Co-owner. Property is managed by professional property managers, so no additional duties. 4) Dillon and Kinsey Burrus; not investment-related; Higgins, TX; Cattle grazing operation; Co-Owner; 01/01/2019; 5 hours/month; 0 hour/month during securities trading hours; Duties: bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-13 |
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