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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1998-04-23 |
Branch Locations
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
Schertz, TX • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 08/1997 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Real Estate Ownership; Commercial; 1314 E Sonterra Blvd, Bldg 4 Ste 401 San Antonia, Texas 78258 Of, ,; Not Investment-Related; 01/01/2017. Business Ownership; Bont Management; ; Office Building; 1314 E Sonterra Blvd Bldg 4 Ste 401 San Antonio TX 78258, ,; Investment-Related; 01/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / CLMBSB0911; Advisor Face to Client; Manage Ameriprise practice; 1314 E Sonterra Blvd Ste 401, Bldg 4, , San Antonio, TX, 78258; Investment-Related; 01/27/2023; 60 hours per month; 20 to 39 during trading hours / CURMAX LLC; Co-owner; LLC holds Real Estate Properties; 7018 Robin Hood Way, , Schertz, TX, 78154; Not Investment-Related; 06/29/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Mt Zion First Basptist Church; Vice Chair Board of Trustee; 333 Martin Luther King Drive, , San Antonio, TX, 78203; Not Investment-Related; 06/01/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CLMBSB0911; Majority Owner - Advisor Face to Client; ; 1314 E Sonterra Blvd Ste 401, Bldg 4, , San Antonio, TX, 78258; Investment-Related; 01/27/2023; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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