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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-09-22 |
Branch Locations
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 07/2000 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Real Estate Ownership; Office Space; 1314 E. Sonterra Blvd, Bldg 4 #401San Antonio, TX 78258, ,; ; 08/01/2007 / Single Family; 257 Whispering Pines CircleBreckenridge, CO 80424, ,; Investment-Related; 12/01/2016. Business Ownership; Crescent Oak Management LLC; Owner; Business related expenses and services; 1314 E Sonterra Blvd, Bldg 4 #401, , San Antonio, TX, 78258; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 10 to 19 during trading hours / CLMBSB0911; Financial Advisor; Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; 1314 E. Sonterra Blvd, Bldg 4 #401, , San Antonio, TX, 78258; Investment-Related; 01/27/2023; 10 to 19 hours per month; 10 to 19 during trading hours / JLB Management LLC; Rental real estate; Property ownership; 25312 Wentworth Way, , San Antonio, TX, 78260; Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours / Brower & Associates; Owner; Manage Ameriprise Business; 1314 E. Sonterra Blvd, Bldg 4 #401, , San Antonio, TX, 78258; Investment-Related; 01/01/2014; 60 hours per month; 60 during trading hours / BONT MGMT LLC; Co-owner; Building owner.; 1314 E. Sonterra Blvd, Bldg 4 #401San Antonio, TX 78258, ,; Not Investment-Related; 08/31/2007; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; CLMBSB0911; Member - Financial Advisor; ; 1314 E. Sonterra Blvd, Bldg 4 #401, , San Antonio, TX, 78258; Investment-Related; 01/27/2023; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-21 |
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