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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-10-19 |
| LA | RA | APPROVED | 2022-06-27 |
| PA | RA | APPROVED | 2021-03-11 |
| GA | RA | APPROVED | 2020-12-08 |
| AL | RA | APPROVED | 2019-11-22 |
| TX | RA | APPROVED | 2018-08-09 |
Branch Locations
863 N Lexington Springmill Rd, Ontario, OH 44906 • United States
10001 Reunion Pl Ste 422, San Antonio, TX 78216 • United States
519 Main St, Schertz, TX 78154 • United States
4675 Gretna Rd, Branson, MO 65616-7215 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | San Antonio | TX | 08/2007 | 04/2018 |
| Mml Investors Services Inc | San Antonio | TX | 11/2007 | 04/2018 |
| Investment Professionals, Inc. | San Antonio | TX | 07/2018 | 08/2018 |
| Ameriprise Financial Services, Inc | San Antonio | TX | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-11 |
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