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Cody Ryan Kilpatrick

Ameriprise Financial Services, LLC

Mont Belvieu, TX

Argyle, TX

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

2830 N Fm 565 Rd Ste 600, Mont Belvieu, TX 77523-5075 • United States

Argyle, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Addison TX 03/2014 05/2020
Usaa Financial Planning Services Addison TX 03/2014 05/2020
Usaa Investment Management Company Addison TX 01/2018 05/2020
Charles Schwab Bank, Ssb Westlake TX 05/2020 08/2022
Charles Schwab And Co., Inc. Westlake TX 05/2020 08/2022
The Vanguard Group, Inc. Plano TX 08/2022 02/2024
Ameriprise Financial Services, Llc Mont Belvieu TX 02/2024 Present
  • 03/2014 → 05/2020
    Usaa Financial Advisors, Inc.
    Addison, TX
  • 03/2014 → 05/2020
    Usaa Financial Planning Services
    Addison, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Addison, TX
  • 05/2020 → 08/2022
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 05/2020 → 08/2022
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 08/2022 → 02/2024
    The Vanguard Group, Inc.
    Plano, TX
  • 02/2024 → Present
    Ameriprise Financial Services, Llc
    Mont Belvieu, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-27
  • S66 Uniform Combined State Law Examination
    2008-03-27
Designations
Other Names
  • Cody Kilpatrick
  • Cody Ryan Kilpatrick

View on SEC IAPD

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