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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-05-21 |
| TX | RA | APPROVED | 2021-05-21 |
Branch Locations
6425 Youree Dr Ste 240, Shreveport, LA 71105 • United States
Shreveport, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Shreveport | LA | 12/2014 | 05/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 05/2021 |
| Ameriprise Financial Services, Llc | Shreveport | LA | 05/2021 | Present |
Real Estate Ownership; Single Family; 10032 Georgetown, , Shreveport, LA, 71115; Investment-Related; 09/01/2018. Independent Insurance Brokering; Metlife; 01/19/2024; Disability Income. Business Ownership; JRT Properties; I own properties. Pay property taxes at the end of year. I have a property manager .; rental property; 325 Thompson Dr, , Shreveport, LA, 71115; Investment-Related; 08/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Thompson Family Farms LLC; Managing financials of farm.; farming; 325 Thompson Dr, , Shreveport, LA, 71115; Not Investment-Related; 11/08/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Olimal Company; managerial; operating company for Ameriprise franchise; 325 Thompson Dr, , Shreveport, LA, 71115; Not Investment-Related; 07/09/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-03 |
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