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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-02-03 |
Branch Locations
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 06/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 4433 N Stanton Q359, , El Paso, TX, 79902; Not Investment-Related; 01/02/2017 / Office Building; 1314 E. Sonterra Blvd Bldg 4 Ste 401, , San Antonio, TX, 78258; Not Investment-Related; 12/31/2016. Business Ownership; AGIZG, LLC; Co-owner; To manage the day to day operations of my practice.; 23214 Inspirada, , San Antonio, TX, 78261; Not Investment-Related; 06/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Bont Management LLC; A membership interest of 2.5% in the Sonterra Office Building.; This info was added in the Real Estate Ownership section, but I was advised by my compliance officer to add in this section as well. I am a 2.5% owner of the Sonterra office builder which is owned by BONT. Amendment: I no longer help with the office management duties. Another Advisor now handles within our office.; 1314 E Sonterra Blvd Bldg 4, Suite 401, , San Antonio, TX, 78258; Investment-Related; 12/31/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-16 |
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