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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
4040 Preston Rd, Frisco, TX 75034 • United States
Frisco, TX • United States
1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233-2792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 10/2024 |
| Crest Cadillac (Birkshire Hathaway Automotive) | Frisco | TX | 11/2015 | 11/2017 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 11/2024 | Present |
Outside Employment; RBFCU; Financial Advisor; Providing Financial Advice to Clients; 1 IKEA - RBFCU PARKWAY, , Live OAK, TX, 78233; Investment-Related; 11/11/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-07 |
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