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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-28 |
| GA | RA | APPROVED | 2012-07-09 |
| FL | RA | APPROVED | 2005-02-24 |
Branch Locations
323 S Grant St, Fitzgerald, GA 31750 • United States
4651 Salisbury Rd Ste 275, Jacksonville, FL 32256-6190 • United States
206 Madison Ave N, Douglas, GA 31533 • United States
Douglas, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Douglas | GA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 151 Wendell Sears Road, , Douglas, GA, 31535; Not Investment-Related; 11/18/2021 / My wife and I would like to purchase the building that I use as my Ameriprise office from Diskin G. Morgan Jr. the other advisor that I work with who is still on the team with me.; 206 Madison Ave North, , Douglas, GA, 31533; Not Investment-Related; 07/15/2026. Independent Insurance Brokering; Life Insurance Company of the Southwest; 08/12/2019; Fixed Annuity. Business Ownership; L & MMM LLC; I'll be co-owner over a small well that joins our property with shared water rights.; Name may have to change at takeover because the previous owner has let the LLC name lapse so we will still take over business which will require renaming, names being considered are L&MMM LLC, or M&L LLC; 151 Wendell Sears Road, , Douglas, GA, 31535; Not Investment-Related; 03/01/2022; 1 to 9 hours per month; 0 during trading hours / Matthew McCullough's Business Management; I would like to start also using the LLC/S-Corp to potentially be the owner/holder for some real estate for us in case where it may be more tax advantageous or if it makes more sense from a safety standpoint to do so. Basically, using my business management company to hold and manage all legal assets and revenues in one place.; Real Estate; 995 Mallard Pointe Drive Douglas, GA 31535, ,; Investment-Related; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Community Foundation Of Coffee County; Board Member; 1425 Golf Club RD, , Douglas, GA, 31533; Not Investment-Related; 03/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Business Advisory Board; board member; 159 Trojan Way, , Douglas, GA, 31533; Not Investment-Related; 06/03/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Coffee County Board of Elections; Board Member - Board Member meet once per month for one hour to discuss upcoming elections and help with the shut down of polling in a supervisory role on election nights typically all the time spent other than the one hour meeting per month is after business hours.; ; 224 west Ashley street douglas ga 31533, ,; Not Investment-Related; 03/25/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; First Baptist Church Of Douglas Personnel Committee; I would be serving on a committee for helping to govern/select personnel at our church. This committee would generally meet once a month as needed for about an hour, in the evenings. If a new employee is needed or a problem occurs sometimes more time is needed but it's almost all after hours due to everyone being volunteer and most people having full time jobs.; 124 N Gaskin Ave, , Douglas, GA, 31533; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-22 |
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