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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
4810 Southland Blvd, San Angelo, TX 76904-4610 • United States
San Angelo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | San Angelo | TX | 07/2010 | 12/2021 |
| First National Bank | San Angelo | TX | 07/2010 | 12/2021 |
| Raymond James Financial Services Advisors | San Angelo | TX | 07/2010 | 12/2021 |
| Insurance-Non Variable | San Angelo | TX | 07/2013 | Present |
| American Equitable Investors Life | San Angelo | TX | 06/2014 | 06/2017 |
| Illinois Mutual | San Angelo | TX | 06/2014 | 06/2025 |
| Mortimore Wealth Strategies, Llc | San Angelo | TX | 08/2013 | Present |
| Mortimore Wealth Strategies, Llc | San Angelo | TX | 06/2015 | 04/2024 |
| Ameriprise Financial Services, Llc | San Angelo | TX | 12/2021 | Present |
Independent Insurance Brokering; Equitable Life; 08/01/2014; . Business Ownership; Mortimore Wealth Strategies, LLC; Co-owner; Manage Ameriprise Practice. Mortimore Wealth Strategies, LLC, was established to provide a business entity to facilitate payments from Ameriprise Financial Services to the individual owners/partners, Ketih D. Mortimore and Colin D. Mortimore. The LLC also manages the Ameriprise Practice, pays staff, and leases office space.; 4810 Southland Blvd., , San Angelo, TX, 07604; Investment-Related; 06/23/2014; 60 hours per month; 60 during trading hours. Board of Directors; Massey Fender Endowment Fund; Chairman; Post Office Box 4028, , San Angelo , TX, 76902; Investment-Related; 04/23/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Mortimore Wealth Strategies, LLC; Co-owner; Mortimore Wealth Strategies, LLC, was established to provide a business entity to facilitate payments from Ameriprise Financial Services to the individual owners/partners, Ketih D. Mortimore and Colin D. Mortimore. The LLC also manages the Ameriprise Practice, pays staff, and leases office space.; 4810 Southland Boulevard, , San Angelo , TX, 76904; Not Investment-Related; 04/17/2014; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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