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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
Plano, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Plano | TX | 02/2010 | 11/2023 |
| Comerica Bank | Dallas | TX | 02/2010 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
Outside Employment; Comerica Wealth Management; Sr- Wealth Advisor; Comerica Bank (Comerica Wealth Management) Sr- Wealth Advisor; 8525 Preston Rd , 2nd floor, Dallas, TX, 75225; Investment-Related; 11/06/2023; 40 to 59 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-03 |
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