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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-08 |
Branch Locations
11675 Jollyville Rd Ste 200, Austin, TX 78759-3939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 11/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | Present |
Outside Employment; Pathsage LLC; Paraplanner - I am a paraplanner for the Hearthstone Wealth Management group practice of Ameriprise Financial. I provide Ameriprise client service, do trades, assist with financial planning data entry and prepare Ameriprise forms. Advisor Walter Reep pays my salary via his advisor owned legal entity Pathsage LLC. My duties are all within the scope of my role with Ameriprise. As Walter Reep is a franchise advisor, I am not directly paid by Ameriprise.; ; 11675 Jollyville Road Suite 200, , Austin, TX, 78759; Investment-Related; 03/01/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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