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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-20 |
| MS | RA | APPROVED | 2003-06-24 |
Branch Locations
47 Lynn Lane, Starkville, MS 39759 • United States
Starkville, MS • United States
117 N Jackson St Ste 2A, Houston, MS 38851 • 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. | Starkville | MS | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Starkville | MS | 03/2020 | Present |
Business Ownership; LifePath Corporation; President-ownership, leadership and management; Pass through entity for income tax planning; 47 Lynn Lane, , Starkville, MS, 39759; Not Investment-Related; 01/01/2022; 10 to 19 hours per month; 10 to 19 during trading hours / LifePath Legacy LLC; business owner and manager. Provide leadership, business oversight, hiring and managing staff and operations, business focus, delegation of duties.; Management Company for back office operations of my financial planning practice.; 47 Lynn Lane, , Starkville, MS, 39759; Not Investment-Related; 09/21/2021; 10 to 19 hours per month; 20 to 39 during trading hours / IB 1895, LLC; none-all activities handled by my wife; rental property; 819 West Lakeshore Drive, , Starkville, MS, 39759; Investment-Related; 01/01/2017; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LifePath Corporation; President - owner/manager-. Part of distributions/profits from LifePath Legacy, LLC will pass through this entity. Charlotte officer of entity no salary; ; 47 Lynn Lane, , Starkville, MS, 39759; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 0 during trading hours / IB 1895 LLC; passive owner-help wife as needed - passive owner of 1%. I earn 1% of income or $50 per month per tax advisor recommendations; ; 819 West Lakeshore Drive, , Starkville, MS, 39759; Not Investment-Related; 04/16/2018; 1 to 9 hours per month; 1 to 9 during trading hours / LifePath Legacy, LLC; President - Provide non-sales related functions including leadership, management, strategic planning, etc.; ; 47 Lynn Lane, , Starkville, MS, 39759; Investment-Related; 09/21/2021; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-14 |
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