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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-06-30 |
| TX | RA | APPROVED_RES | 2006-10-04 |
Branch Locations
1124 S Burnside Ave Ste 100B, Gonzales, LA 70737-4249 • United States
1642 W Baker Rd Ste A, Bayton, TX 77521-2406 • United States
Geismar, LA • 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 |
|---|---|---|---|---|
| Bergeron & Lanaux, Cpas | Houma | LA | 11/1995 | Present |
| Ameriprise Financial Services, Inc. | Gonzales | LA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Gonzales | LA | 03/2020 | Present |
Business Ownership; Fulcher Lighthouse, LLC; I pay the bills of the LLC and help manage the property owned by the LLC; Owns Real Estate office property located at 1642A W. Baker Road, Baytown, TX; rented to Fulcher Financial Group, PWA of Ameriprise; 1124 South Burnside Ave Gonzales, LA 70737, ,; Not Investment-Related; 07/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Sweet Carolina's, LLC; Owner; Produce and Sell Candy and Baked goods; 13542 Bluff Point Drive, , Geismar, LA, 70734; Not Investment-Related; 11/10/2021; 0 hours per month; 0 during trading hours / Commander Sports LLC; Manage expenses for Travel Baseball team; Manage Expense Travel Baseball Team; 13542 Bluff Point Drive, , Geismar, LA, 70734; Not Investment-Related; 11/10/2021; 1 to 9 hours per month; 0 during trading hours / Freedom 2021, LLC; Run Advisor Practice management, payroll, office rental, group benefits.; Run Advisor Practice management, payroll, office rental, group benefits.; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Investment-Related; 11/10/2021; 1 to 9 hours per month; 0 during trading hours / Jabez Management LLC; Oversite of Business: Real Estate, Bills, Taxes and Insurance; Run Advisor Practice management, payroll, office rental, group benefits.; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / Peak Experiences LLC; Owner; Peak Experiences, LLC will be a holding company for different types of businesses. It will hold companies that own real estate, intellectual property, manufacturing, etc. types of operations.; 13548 Bluff Point Drive, , Geismar, LA, 70734; Not Investment-Related; 03/02/2023; 1 to 9 hours per month; 0 during trading hours / Greg Fulcher Tax Services; Owner; Tax Preparation; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Not Investment-Related; 03/26/2010; 1 to 9 hours per month; 0 during trading hours. Board of Directors; WealthPromise, Inc. (501c3); Director; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Investment-Related; 02/22/2016; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Jabez Management LLC; Manager - Payroll and pay bills; ; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Not Investment-Related; 01/01/2014; 20 to 39 hours per month; 1 to 9 during trading hours / Freedom 2021, LLC; Owner - Run Advisor Practice Management, Payroll, bills, office rental.; ; 1124 South Burnside Ave 100B, , Gonzales, LA, 70737; Not Investment-Related; 11/10/2021; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-15 |
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