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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
102 W. Moore Ave., Terrell, TX 75160-3140 • United States
2700 S Washington St, Kaufman, TX 75142-3647 • United States
Edgewood, 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 |
|---|---|---|---|---|
| American National Bank Of Tx | Forney | TX | 09/2013 | 12/2021 |
| Lpl Financial Llc | Forney | TX | 09/2013 | 12/2021 |
| Ameriprise Financial Services, Llc | Terrell | TX | 12/2021 | Present |
Business Ownership; BP Realty LLC; Some bookkeepin; Real estate holding company; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Not Investment-Related; 01/02/2003; 0 hours per month; 0 during trading hours / Greenville Charles LLC; none; Rental Property; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 01/02/2003; 0 hours per month; 0 during trading hours / Farmington LaPlata LLC; none; Rental Property; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 06/20/2011; 0 hours per month; 0 during trading hours / Greenville Bell LLC; Some bookkeeping; single family rental property; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 01/02/2003; 0 hours per month; 0 during trading hours / Alamo Webster LLC; none; owns 1 rental property; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 01/02/2003; 0 hours per month; 0 during trading hours / Farmington Camina LLC; Co-owner; single family rental property; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 01/02/2003; 0 hours per month; 0 during trading hours / Bloomfield 5117 LLC; Co-owner; Single family rental home; 1209 VZ County Road 3104, , Edgewood, TX, 75117; Investment-Related; 06/01/2012; 0 hours per month; 0 during trading hours. Outside Employment; American National Bank of Texas; Financial Advisor/AVP - Registered Investment Advisor; ; 102 W Moore Ave, , Terrell, TX, 75460; Investment-Related; 09/13/2004; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-04 |
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