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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
2830 N Fm 565 Rd Ste 600, Mont Belvieu, TX 77523-5075 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/1999 | 07/2022 |
| Ameriprise Financial Services, Llc | Mont Belvieu | TX | 07/2022 | Present |
Real Estate Ownership; Lot/Land; Carton County, 740.135 Ac/-, Pie Town, NM, 87827; Not Investment-Related; 10/24/2023. Business Ownership; Crowsfoot, LLC; real estate holding; farm and ranch; 323 Melrose Rd, , Twin Bridges, MT, 59754; Not Investment-Related; 10/01/2010; 0 hours per month; 0 during trading hours / Marcontell Tax Consulting; Owner; Tax Preparation; 9079 North Point Dr, , Beach City, TX, 77523; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours / G & G Marco, LLC; Owner; LLC; PO Box 88, , Mont Belvieu, TX, 77580; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours / Marcontell Wealth, LLC; Owner; Holds financial services and planning practice; 2830 N FM 565, Suite 600, Mont Belvieu, TX, 77580; Investment-Related; 03/02/2023; 60 hours per month; 40 to 59 during trading hours. Board of Directors; Lee College Foundation Board; board memeber; Lee Drive, , Baytown, TX, 77520; Not Investment-Related; 09/01/2015; 1 to 9 hours per month; 0 during trading hours / Faith Family Church; trustee; North Main Street, , Baytown, TX, 77521; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Marcontell Wealth, LLC; President - Marcontell Wealth, LLC will hold the Ameriprise Franchise of Marcontell Wealth Management. I am the sole owner and president.; ; 9079 North Point Dr, , Beach City, TX, 77523; Investment-Related; 03/02/2023; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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