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123 N 3Rd St., Canadian, TX 79014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Canadian | TX | 03/2000 | 03/2020 |
| Ameriprise Financial Services, Llc | Canadian | TX | 03/2020 | 06/2024 |
| Perennial Wealth Advisors, Llc | Canadian | TX | 06/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2024 | Present |
| Canadian River Properties, Lp | Canadian | TX | 06/2010 | Present |
| Robin Mitchell, Edward Hedgecoke | Canadian | TX | 05/1991 | Present |
1. Perennial Wealth Advisors. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 5/2024. 120 hrs/month all during trading hrs. Oversee investment management, client communication and financial plans. 2. Fixed Insurance. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed/Traditional insurance. 5/2024. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed/Traditional insurance. 5/2024. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 4. Purshe Kaplan Sterling Investments. Investment Related. 80 State Street Albany New York 12207. Registered Representative. Ed is a representative with PKS in order that we continue to receive a small portion of trails from some old legacy variable annuities. We (Ed) does not perform any new business with PKS, as the majority of his time goes towards our investment advisory business with Perennial Wealth Advisors, LLC. 06/2025. 5 hrs/month all during trading hrs 5. Robin Mitchell, Edward Hedgecoke. Not Investment Related. 4407 N Rocking Chair Ln, Amarillo, TX 79106. Rental property. Owner. 5/1991. 0 hrs/month all during trading hrs. No duties, Long term rental is managed by the tenant. 6. Canadian River Properties LP. Not Investment Related. 4407 N Rocking Chair Ln, Amarillo, TX 79106. Rental home and RV park. Owner. 6/2010. 0 hrs/month all during trading hrs. RV park and rental home that are professionally managed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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