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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2015-05-14 |
| TX | RA | APPROVED | 2003-06-23 |
Branch Locations
600 S Tyler St Ste 104, Amarillo, TX 79101-2394 • United States
640 N Carroll Ave Ste 100, Southlake, TX 76092 • United States
1295 S 2Nd St, Raton, NM 87740 • United States
Amarillo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Amarillo | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Amarillo | TX | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 3620 S. Western Amarillo TX 79109, ,; Investment-Related; 08/17/2016. Business Ownership; The Reserve Offices LLC; ; Commercial R/E; We own a LLC that will build a investment office building to lea, se out to other businesses.,; Investment-Related; 12/01/2017; 1 to 9 hours per month; 0 during trading hours / Visionary Leadership LLC; Owner; Manage Ameriprise Business; 6350 Big Falls Trail, , Amarillo, TX, 79118; Not Investment-Related; 01/02/2026; 60 hours per month; 60 during trading hours. Outside Employment; Visionary Leadership LLC; Owner; Manage advisory business; 6350 Big Falls Trail, , Amarillo, TX, 79118; Not Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours. Other Business Activities; "The Letter of Final Wishes" Book; I am writing a book to outline a tool we have developed/created to help readers with their personal final wishes. We call it the "The Letter of Final Wishes". We outline an actual personal letter to write to your loved one which outline the tactical/real world things which are super helpful to your family/loved ones once you have passed away. This book will not promote my Ameriprise Franchise but will be something to share our experience of this tool and how it can benefit the reader live a more meaningful and intentional life. We will market this book via Amazon and other online booksellers. It will not be marketed from us to our clients.; 6350 Big Falls Trail, , Amarillo, TX, 79118; Not Investment-Related; 06/17/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-21 |
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