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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
1004 N Louise St Box 549, Atlanta, TX 75551-1614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cass County Bank A Branch Of Morris County National Bank | Queen City | TX | 04/2017 | 07/2018 |
| Texar Federal Credit Union | Texarkana | TX | 07/2005 | 03/2017 |
| Kevin Sherman | Atlanta | TX | 03/2013 | 12/2016 |
| Tri-State Lawn, Llc | Atlanta | TX | 01/2017 | 07/2017 |
| Lpl Financial, Llc | Atlanta | TX | 07/2018 | 10/2025 |
| Intrua Financial, Llc | Atlanta | TX | 10/2021 | 12/2023 |
| Intrua Advisory Group, Llc | Atlanta | TX | 11/2018 | 11/2021 |
| Ameriprise Financial Services, Llc | Atlanta | TX | 10/2025 | Present |
Board of Directors; Atlanta City Development Corporation; Atlanta City Development Corporation; 101 N East St, , Atlanta, TX, 75551; Not Investment-Related; 06/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / City Council of Atlanta Texas; Councilman / At-Large seat; 315 N Buchner St, , Atlanta, TX, 75551; Not Investment-Related; 05/07/2024; 1 to 9 hours per month; 0 during trading hours / Board of Directors of The Ark-Tex Council of Governments; Voting Board Member; 4808 Elizabeth St, , Texarkana, TX, 75503; Not Investment-Related; 05/24/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Peace Wealth Advisors; Co-owner; Manage advisory business; 1004 N Louise St, , Atlanta, TX, 75551; Investment-Related; 10/29/2025; 60 hours per month; 60 during trading hours. Other Business Activities; USDA Rural Development Loan Committee; We meet maybe once every other year. I've met maybe 6 times since 2016. We only meet if someone applies for a USDA loan from the city. We look at loan request as a committee and determine whether or not the applicant qualifies for the loan.; 315 N Buchner St, , Atlanta, TX, 75551; Investment-Related; 05/01/2016; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
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