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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1990-05-04 |
Branch Locations
224 W Main St Ste 100, Kenedy, TX 78119 • United States
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
8310-1 N Capital Of Texas Hwy Ste 360, Austin, TX 78731 • United States
Falls City, TX • United States
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Kenedy | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 14021 Jackfish Corpus Christi Tx, ,; Not Investment-Related; 09/15/2017 / Lot/Land; 2820 FM 887, , falls city, TX, 78113; Not Investment-Related; 06/30/2025. Business Ownership; Texas ASD Management LLC; ; Property managment.. rental property; 224 W Main Kenedy Tx, 78119, ,; Not Investment-Related; 12/31/2016; 1 to 9 hours per month; 0 during trading hours / BONT Management LLC; ; We own the office building and rent to other advisors; 1314 E Sonterra Blvd San Antonio tx 78258, ,; Not Investment-Related; 01/01/2007; 1 to 9 hours per month; 1 to 9 during trading hours / Sont1314,LLC; Manager of the LLC which will be used to hold employees of the financial planning practice and pay various bills. David Wynn, will be a partner and will handle the accounting of the practice; used to pay employees of Steve Dziuk and David Wynn,, DBA Mesquite Wealth management group; 1314 E. Sonterra Blvd. Bldg 4 Ste. 401, , San Antonio, TX, 78258; Not Investment-Related; 01/03/2022; 10 to 19 hours per month; 10 to 19 during trading hours / Dziuk Boys LLC; Manager/Owner with my brother for family ranch hunting operations.; Ranch operations... paying bills and receiving income from ranching and hunting operations; 2820 FM 887, , Falls city, TX, 78113; Not Investment-Related; 07/25/2022; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Commerce Bank Texas; director; 1501 Bexar Crossing San Antonio, Tx 78232, ,; Not Investment-Related; 03/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Falls city education foundation; board member; 700 N Nelson, , Fall City, TX, 78113; Not Investment-Related; 08/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Sont1314, LLC; Manager - Manager of the LLC which will be used to hold employees of the financial planning practice and pay various bills. David Wynn, will be a partner and will handle the accounting of the practice; ; 1314 E. Sonterra Blvd. Bldg 4 Ste. 401, , San Antonio, TX, 78258; Investment-Related; 01/03/2022; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-08 |
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