Shannon Marie Harris

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Richardson, TX
• 03/2020 → 06/2026
  Ameriprise Financial Services, Llc
  Richardson, TX
• 06/2026 → Present
  Kestra Investment Services Llc
  Richardson, TX
• 06/2026 → Present
  Kestra Advisory Services Llc
  Richardson, TX

Previous Registrations

• 2000-08-09 → 2026-07-07
  Ameriprise Financial Services, Llc
  Plano, TX
  Plano, TX
  Dallas, TX
  Richardson, TX
  Plano, TX

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ECCLESIASTES WEALTH PARTNERS POSITION: Registered rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, #212, Richardson TX 75082, United States DESCRIPTION: owner, advisor, and managing partner Name: TAX SEASON AT ECCLESIATES POSITION: owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, Suite 212 TX 75023, United States DESCRIPTION: oversee tax returns done by CPA Name: RISK MANAGEMENT AT ECCLESIASTES POSITION: owner and advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, suite 212, Richardson TX 75082, United States DESCRIPTION: manage financial planning Name: LUCY ON THE LOOSE POSITION: owner NATURE: pass through LLC INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 6905 Hartline Court, Plano TX 75023, United States DESCRIPTION: owner Name: CALL IT A DAY POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 141 Pine Bluff, Broken Bow OK 74728, United States DESCRIPTION: landlord Name: UBUNTU OPERATIONS LLC POSITION: Owner NATURE: operations fund for EWP INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/12/2021 ADDRESS: 3610 Shire Blvd, suite 212, Richardson TX 75082, United States DESCRIPTION: Owner, Managing Partner Name: UBUNTU HOLDINGS LLC POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/06/2026 ADDRESS: 3610 Shire Blvd, suite 212, Richardson TX 75082, United States DESCRIPTION: Managing Partner

Exams

• S66 Uniform Combined State Law Examination
  2000-08-08

Designations

Other Names

• Shannon Marie Speckman