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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
Branch Locations
2615 Calder Ave Ste 150, Beaumont, TX 77702-1957 • United States
Beaumont, TX • United States
2727 Allen Pkwy., Ste. 1500, Houston, TX 77019-2127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beaumont | TX | 02/2015 | 08/2024 |
| Ameriprise Financial Services, Llc | Beaumont | TX | 08/2024 | Present |
Real Estate Ownership; a metal building used strictly for storage; 1255 Montrose Street, , Beaumont, TX, 77707; Not Investment-Related; 07/01/2025. Business Ownership; JBS Operations LLC; Owner; Manage Ameriprise Business; 2615 Calder Avenue, Suite 150, Beaumont, TX, 77702; Investment-Related; 07/26/2024; 1 to 9 hours per month; 0 during trading hours / Q5 Operations LLC; Co-owner; Manage Ameriprise Business; 2615 Calder Avenue, Suite 150, Beaumont, TX, 77702; Investment-Related; 08/02/2024; 1 to 9 hours per month; 0 during trading hours / CALVARYLOT2, LLC; Co-owner; Real Estate; 3450 Dowlen Road , Suite A, Beaumont, TX, 77706; Not Investment-Related; 12/06/2024; 1 to 9 hours per month; 0 during trading hours / Cinque S Ranch, LLC; Co-owner; Real Estate; P.O. Box 12220, , Beaumont, TX, 77726; Not Investment-Related; 04/30/2025; 1 to 9 hours per month; 0 during trading hours / WillWorth, LLC; Co-owner; Real Estate; P.O. Box 12220, , Beaumont, TX, 77726; Investment-Related; 04/21/2025; 1 to 9 hours per month; 0 during trading hours / Tre Chavot LLC; Owner; Buy farm and ranch equipment; 5505 Clinton, , Beaumont, TX, 77706; Not Investment-Related; 09/05/2025; 0 hours per month; 0 during trading hours. Outside Employment; Q5 Operations LLC; Co-owner; Manage advisory business; 2615 Calder Avenue, Suite 150, Beaumont, TX, 77702; Investment-Related; 08/02/2024; 60 hours per month; 60 during trading hours / JBS Operations LLC; Owner; Manage advisory business; 2615 Calder Avenue, Suite 150, Beaumont, TX, 77702; Investment-Related; 07/26/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-29 |
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