Best Investors Account Sign in

Margarita Caicedo Reyes

Ameriprise Financial Services, LLC

Coppell, TX

Fairfax, VA

Vienna, VA

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-08
VA RA APPROVED 2022-08-08
  • TX RA
    APPROVED
    Since 2022-08-08
  • VA RA
    APPROVED
    Since 2022-08-08

Branch Locations

580 S. Denton Tap Rd., Ste. 120, Coppell, TX 75019-4099 • United States

4100 Monument Corner Drive Suite 410, Fairfax, VA 22030 • United States

Vienna, VA • 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
Lpl Financial Llc Coppell TX 01/2020 08/2022
Erik Slaughter State Farm Insurance Coppell TX 09/2017 11/2019
State Farm Bank Coppell TX 09/2017 11/2019
The Container Store Coppell TX 07/2017 08/2017
Homemaker Coppell TX 10/2016 07/2017
Green Manga Llc Coppell TX 09/2012 10/2016
Ameriprise Financial Services Llc Coppell TX 08/2022 Present
  • 01/2020 → 08/2022
    Lpl Financial Llc
    Coppell, TX
  • 09/2017 → 11/2019
    Erik Slaughter State Farm Insurance
    Coppell, TX
  • 09/2017 → 11/2019
    State Farm Bank
    Coppell, TX
  • 07/2017 → 08/2017
    The Container Store
    Coppell, TX
  • 10/2016 → 07/2017
    Homemaker
    Coppell, TX
  • 09/2012 → 10/2016
    Green Manga Llc
    Coppell, TX
  • 08/2022 → Present
    Ameriprise Financial Services Llc
    Coppell, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07
Other Names
  • Margarita Maria Caicedo Sardi
  • Margarita Maria Caicedo
  • Margarita Maria Reyes
  • Margarita Caicedo Reyes

View on SEC IAPD

Other Firms

COLLECTIVE WEALTH ADVISORS LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENT FINANCIAL GROUP, LLC
OPTIMUS CAPITAL ADVISORS, LLC
MAIN STREET RETIREMENT PLANNING, LLC
RANCHWOOD CAPITAL MANAGEMENT
VARSITY FINANCIAL GROUP LLC
EDWARD JONES

Other Investors

ROBERT SCOTT MAXWELL
DEWAYNE RAY NELSON
CHEREE RAY BURNETTE
THOMAS RUDOLF PHILIPP
Colton Patrick Shields
KARL EDGAR COLE
JAMES PATRICK GONZALES
JOHN CHRISTIAN GESEK

Other Offices

COLLECTIVE WEALTH ADVISORS LLC · COPPELL, TX
GENEOS WEALTH MANAGEMENT, INC. · COPPELL, TX
INDEPENDENT FINANCIAL GROUP, LLC · COPPELL, TX
OPTIMUS CAPITAL ADVISORS, LLC · COPPELL, TX
MAIN STREET RETIREMENT PLANNING, LLC · COPPELL, TX
RANCHWOOD CAPITAL MANAGEMENT · COPPELL, TX
VARSITY FINANCIAL GROUP LLC · COPPELL, TX
EDWARD JONES · COPPELL, TX

More in Coppell, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor