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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
8850 Boedeker Dr, Dallas, TX 75225 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | Dallas | TX | 11/2009 | 01/2020 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
| Fifth Third Securities | Dallas | TX | 07/2026 | Present |
| Comerica Securities | Dallas | TX | 01/2020 | 11/2023 |
Outside Employment; Comerica Bank; Financial Advisor; Financial Advisor; 8850 Boedeker Dr, , Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Maestro /FO2; Fo2 is a cash management platform for Corporate & Institutional Clients.; 8850 Boedeker Dr, , Dallas, TX, 75225; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-16 |
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