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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2026-01-27 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
3824 North Elm St Ste 101, Greensboro, NC 27455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greensboro | NC | 08/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | Greensboro | NC | 03/2020 | 01/2026 |
| Kestra Investment Services, Llc | Greensboro | NC | 01/2026 | Present |
| Kestra Advisory Services, Llc | Greensboro | NC | 01/2026 | Present |
Name: TMRW WEALTH POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2026 ADDRESS: 3824 N Elm St, Suite 101, Greensboro NC 27455, United States DESCRIPTION: Preparation of client financial plans, investment proposals, trading, execution, etc. Servicing of investments and insurance accounts. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EXCLAMATIONS CATERING POSITION: Staff NATURE: Catering/Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2004 ADDRESS: 9202 Bartlett St, Greensboro NC 27409, United States DESCRIPTION: Event staff - setup, service, tear-down of catering events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-24 |
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