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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Houston | TX | 08/2013 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 10/2017 | 09/2019 |
| Forthright Family Wealth Advisory, Llc | Houston | TX | 08/2019 | 02/2022 |
| Entoro Investments, Llc | Houston | TX | 09/2022 | 04/2023 |
| Self Employed | Houston | TX | 03/2022 | 08/2022 |
| Wells Fargo - Insurance | Houston | TX | 12/2017 | 09/2019 |
| Entoro Securities, Llc | Houston | TX | 09/2022 | 04/2023 |
| Entoro Capital, Llc | Houston | TX | 09/2022 | 04/2023 |
| Pyxis Capital, Inc | Katy | TX | 04/2023 | 06/2023 |
| Northstar Wealth Management Inc. | Katy | TX | 04/2023 | 10/2023 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 11/2023 | 06/2025 |
| Green Financial Group | Houston | TX | 09/2023 | 06/2025 |
| Raymond James Financial Services, Inc. | Houston | TX | 04/2025 | 06/2025 |
| Winstone Wealth Partners | Houston | TX | 05/2025 | 06/2025 |
| Ameriprise Financial Services, Llc | Houston | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-28 |
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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