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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
2615 Calder Ave Ste 750, Beaumont, TX 77702-1957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Nashville | TN | 08/2012 | 10/2017 |
| Ubs Financial Services | Beaumont | TX | 11/2017 | 06/2025 |
| Ameriprise Financial Services, Llc | Beaumont | TX | 06/2025 | Present |
Business Ownership; CrossHeare Solutions LLC; Owner; Manage Ameriprise Business; 750 N 23rd Street, , Beaumont, TX, 77706; Investment-Related; 05/14/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Q5 Operations LLC; This is the entity for which Omar Bitar is franchise advisor and from which I will receive 1099 income.; Manage advisory business; 2615 Calder Street, Ste 150, Beaumont, TX, 77702; Investment-Related; 06/18/2025; 40 to 59 hours per month; 40 to 59 during trading hours / CrossHeare Solutions LLC; Owner; This LLC was formed in anticipation of joining Ameriprise and is used to receive 1099 income from Q5 Wealth Management.; 750 N 23rd Street, , Beaumont, TX, 77706; Investment-Related; 05/14/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Calder Place 1929; I have been asked to act as treasurer for my neighborhood, Calder Place 1929. This will involve monitoring an entity bank account that will be funded with donations from residents of the neighborhood as well as handling disbursement of funds from said bank account to pay for permit fees and police presence at 2-3 neighborhood events per year such as a July 4th parade and police barricades to block off streets so that children can safely go trick or treating on Halloween. Calder Place 1929 is not an HOA, and it does not have a board of directors. Donations are taken on a voluntary basis from members of the neighborhood and used to fund 2-3 events per year with total average annual expenditures probably less than $5000.; 750 N 23rd Street, , Beaumont, TX, 77706; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-28 |
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