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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-01-31 |
Branch Locations
8751 Collin Mckinney Pkwy Ste 301, Mckinney, TX 75070 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Mckinney | TX | 03/2020 | Present |
Real Estate Ownership Commercial Properties - 1890 Stonebridge Dr, Ste 320, McKinney, TX 75070; Not Investment Related; Acquired 12/22/2020 - 8751 Collin McKinney Pkwy, Ste 301-303, McKinney, TX 75070; Not Investment Related; Acquired 09/29/2017 - 2511 Merrell Rd, Dallas, TX 75229; Not Investment Related; Acquired 12/28/2017 Business Ownership & Roles Windfall Profit, LLCOwner; oversee all staffing and business operations for Encircle Wealth Advisors. LLC is used for overhead, payroll, and billing for advisor staffing/consulting services. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 07/15/2011; 10-19 hrs/month. Windfall Profit - Series Stonebridge Manage building acquisition and rental income; holds a business condo.8751 Collin McKinney Pkwy, McKinney, TX 75070; Not Investment Related; 01/31/2020; 1-9 hrs/month. My Tech Pix; Silent partner in software development business; 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 08/01/2022; 1-9 hrs/month. Windfall Profit - Series Giving;Owner; collect partnership distributions. Holds interest in Thoroughbred Venture #6 (oil & gas passive partnership).; 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 08/24/2017; 0 hrs/month. Windfall Profit - Series Southern Hills 2 Collect rental income from three business condos. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 09/14/2017; 1-9 hrs/month. Boss Systems LLC - Series Realty Collect rent; entity owns 2511 Merrell Rd (leased to Hood Boss). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/28/2017; 1-9 hrs/month. Boss Fire Protection LLC CEO setting company direction (not daily ops). Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/12/2019; 1-9 hrs/month. Windfall Profit - Series Apartments Collect investment checks; participates in private placements. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 05/25/2022; 0 hrs/month. Boss Systems, LLC Provide strategic direction for holding company (kitchen exhaust cleaning, pest services). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/03/2013; 0 hrs/month. Hood Boss LLC CEO; oversee company direction, no salary; kitchen exhaust cleaning. 2511 Merrell Rd, Dallas, TX 75229; Not Investment Related; 12/03/2013; 10-19 hrs/month. Windfall Profit - Series Scoop Stack 5 Owner; receive oil investment proceeds. Holds interest in Thoroughbred Scoop Stack #5 (oil & gas passive partnership). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 04/17/2017; 0 hrs/month. GreenFlow Solutions Co owner; broker electricity rates for commercial/residential customers. 8751 Collin McKinney Pkwy Ste 302/301B, McKinney, TX 75070; Not Investment Related; 09/02/2025; 10-19 hrs/month. Windfall Profit - Series Pest Owner; holding company for shares in Pest Me Off. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 09/29/2025; 1-9 hrs/month. Pest Me Off Co owner; pest control business. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 04/29/2024; 1-9 hrs/month. Windfall Profit - Series Energy Owner; participates in private placement offerings (expected <0.2% ownership). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 02/27/2026; 0 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-30 |
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