Gregory Alan Walters

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Thibodaux, LA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Thibodaux, LA

Other Businesses

Business Ownership; Gregory Walters LLC; ; Used to run franchise of Ameriprise Financial. Business related expenses, marketing and payroll, etc.; 132 Rue Colette, Suite A Thibodaux, LA 70301, ,; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours / EVI SIMJAN, LLC; ; Luxury Shoe Design and Manufacturer Start up company; 400 E. South Water St. Chicago, IL. 60601, ,; Not Investment-Related; 05/01/2014; 0 hours per month; 0 during trading hours / MeyWal Realty, LLC; Co-owner manager; LLC is being created to purchase property and building for advisor office to see clients. possibly purchasing additional real estate in the future.; 132 Rue Colette, Suite A, , Thibodaux, LA, 70301; Not Investment-Related; 11/01/2013; 1 to 9 hours per month; 0 during trading hours / Gold View, LLC; Owner of rental property in a Condo/Hotel; Rental Property; 2000 N. Fashion Show Dr. #6007, , Las Vegas, NV, 89109; Not Investment-Related; 08/23/2021; 1 to 9 hours per month; 0 during trading hours / Wahi Nani 9, LLC; Owner and Manager; Single family residential rental property.; 2801 Ke Alaula Street, , Koloa, HI, 96756; Not Investment-Related; 01/01/2022; 0 hours per month; 0 during trading hours. Outside Employment; Argent Wealth Management, LLC.; AFA managing day-to-day activities for advisors. Managing investment models.; AFA managing day-to-day activities for advisors. Managing investment models.; 132 Rue Colette, Suite A, Thibodaux, LA, 70301; Investment-Related; 10/15/2024; 60 hours per month; 60 during trading hours. Other Business Activities; AmpVest, LLC; My attorney recommended that I open an LLC to manage my non-qualified investment accounts for my estate planning needs. The LLC will help to simplify probate and allow for better division of my assets upon the death of me or my spouse. The investment account will be a brokerage account maintained with Ameriprise.; 301 S. Gulfview Boulevard, Unit 701, Clearwater, FL, 33767; Investment-Related; 03/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-01
• S63 Uniform Securities Agent State Law Examination
  1993-02-11

Designations

Other Names

• Greg Walters