Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-31
  • TX RA
    APPROVED
    Since 2025-10-31

Branch Locations

1004 N Louise St Box 549, Atlanta, TX 75551-1614 • United States

2401 Moores Ln, Texarkana, TX 75503-1607 • 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
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
  • 04/2017 → 07/2018
    Cass County Bank A Branch Of Morris County National Bank
    Queen City, TX
  • 07/2005 → 03/2017
    Texar Federal Credit Union
    Texarkana, TX
  • 03/2013 → 12/2016
    Kevin Sherman
    Atlanta, TX
  • 01/2017 → 07/2017
    Tri-State Lawn, Llc
    Atlanta, TX
  • 07/2018 → 10/2025
    Atlanta, TX
  • 10/2021 → 12/2023
    Intrua Financial, Llc
    Atlanta, TX
  • 11/2018 → 11/2021
    Intrua Advisory Group, Llc
    Atlanta, TX
  • 10/2025 → Present
    Atlanta, TX
Previous Registrations
  • 2023-12-15 → 2025-11-06
    Atlanta, TX
  • 2021-11-15 → 2025-03-04
    Atlanta, TX
    Houston, TX
  • 2020-01-17 → 2021-12-09
    Intrua Advisory Group Llc
    Houston, TX
    Atlanta, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-05
S63 Uniform Securities Agent State Law Examination 2019-04-26
  • S66 Uniform Combined State Law Examination
    2019-11-05
  • S63 Uniform Securities Agent State Law Examination
    2019-04-26
Other Names
  • Kevin Lee Sherman
  • Kevin L Sherman
  • Kevin Sherman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor