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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
2615 Calder Ave Ste 750, Beaumont, TX 77702-1957 • United States
Beaumont, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beaumont | TX | 07/2005 | 06/2025 |
| Ameriprise Financial Services, Llc | Beaumont | TX | 06/2025 | Present |
Business Ownership; ChuckHeare Enterprises LLC; Owner; Manage Ameriprise Business; 820 20th Street, Suite 150, Beaumont, TX, 77702; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours. Board of Directors; Board of Directors of SOST; Treasurer; 4345 Phelan Blvd., Suite 105, Beaumont, TX, 77706; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours / Session of Reformed Presbyterian Church; Elder; 4210 Crow Road, , Beaumont, TX, 77706; Not Investment-Related; 11/20/2018; 0 hours per month; 0 during trading hours. Outside Employment; Q5 Operations; Financial advice to my clients that are on Ameriprise Financial platform.; Manage advisory business; 820 20th Street, , Beaumont, TX, 77702; Investment-Related; 06/18/2025; 60 hours per month; 60 during trading hours / ChuckHeare Enterprises LLC; Owner; Manage advisory business; 820 20th Street, , Beaumont, TX, 77706; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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