Michael A Turi

Current Employers

Upbeat Wealth

2831 St Claude Ave, New Orleans, LA 70117 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-29
NY	RA	APPROVED	2024-05-17
TX	RA	APPROVED_RES	2021-11-30
LA	RA	APPROVED	2021-06-01

CA RA
APPROVED

Since 2024-05-29
NY RA
APPROVED

Since 2024-05-17
TX RA
APPROVED_RES

Since 2021-11-30
LA RA
APPROVED

Since 2021-06-01

Branch Locations

New Orleans, LA • United States

2831 St Claude Ave, New Orleans, LA 70117 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Metairie	LA	08/2011	05/2021
Upbeat Wealth, Llc	New Orleans	LA	05/2021	Present

08/2011 → 05/2021

Ameriprise Financial Services, Inc.

Metairie, LA
05/2021 → Present

Upbeat Wealth, Llc

New Orleans, LA

Previous Registrations

2014-06-13 → 2021-05-03

Ameriprise Financial Services, Llc

Metairie, LA

Other Businesses

Real Estate Ownership; Multi-Family; Not Investment Related; Jul 2014/ Multi-Family; Not Investment Related; Jul 2015. Business Ownership; Lambda Ventures, LLC; member; Lessor of Real Estate Investment; New Orleans, LA 70115; Investment Related; Jan 2014; 1 - 9 hours per month; 0 during trading hours/ Royal Property Restoration, LLC; Member; Real Estate Development; New Orleans, LA 70115; Investment Related; Mar 2017; 1 to 9 hours per month; 0 during trading hours/ Homewood Development Group; Manager; Real Estate Development; New Orleans, LA 70115; Investment Related; Oct 2017; 1 to 9 hours per month; 0 during trading hours/ Homewood Real Estate Group; Manager; New Orleans, LA 70115; Investment Related; Mar 2018; 1 to 9 hours per month; 0 during trading hours. Isidore Newman School Lacrosse Coach; New Orleans, LA, Non-Investment Related; 0 hours during trading hours per month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-25

S66 Uniform Combined State Law Examination

2012-06-25

Designations

Other Names

Mike Turi

View on SEC IAPD