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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2023 | 11/2024 |
| University Of Oklahoma | Norman | OK | 08/2019 | 05/2023 |
| Nanny Self Employed | Norman | OK | 02/2023 | 05/2023 |
| East West Bank | Dallas | TX | 05/2022 | 08/2022 |
| Nanny (Self Employed) | Norman | OK | 01/2021 | 11/2022 |
| Rodeo Goat | Dallas | TX | 05/2021 | 01/2022 |
| Barre3 | Coppell | TX | 12/2016 | 08/2019 |
| Unemployed | Coppell | TX | 08/2015 | 12/2016 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2024 | Present |
Real Estate Ownership; RENTAL PROPERTY - LOFT 401; 401 E BOYD ST, STE 302, NORMAN, OK 73069; CO-OWNER; START DATE 06/16/2019; 0 HOURS PER MONTH.; 401 E Boyd St, STE 302, Norman, OK, 73069; Not Investment-Related; 06/16/2019. Outside Employment; Geaux Sooners, LLC DBA Luminate; Employee - Paraplanner / AFA; Manage advisory business; 1601 Elm Street, Suite 4350, Dallas, TX, 75201; Investment-Related; 11/25/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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