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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1991-10-01 |
Branch Locations
2840 W Southlake Blvd Ste 120, Southlake, TX 76092-6767 • United States
11675 Jollyville Rd Ste 200, Austin, TX 78759-3939 • United States
Keller, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Burleson | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | Present |
Business Ownership; SM Watershed LLC; Managing Member; ; 202 Mineral Springs Dr. Keller, TX 76248, ,; Not Investment-Related; 03/15/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Pathsage LLC; Employee; Pathsage is an LLC owned by Walt Reep an Ameriprise Franchise Advisor that I receive w-2 income and health insurance benefits thatI pay personally. This is part of a compensation sharing arrangement approved by Ameriprise.mg; 11675 Jolleyville Rd Suite 200 Austin, TX 78759, ,; Not Investment-Related; 12/01/2017; 1 to 9 hours per month; 0 during trading hours / SM Watershed LLC; Owner; Manage advisory business; 202 Mineral Springs Dr, , Keller, TX, 76248; Not Investment-Related; 11/01/2017; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-27 |
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