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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1993-09-14 |
Branch Locations
2161 Nw Military Hwy Ste 204, San Antonio, TX 78213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Business Ownership; Grape Hen, Inc.; President; Manage office operations for my Ameriprise financial advisor franchise; 2161 NW Military Hwy, Ste 204, , San Antonio, TX, 78213; Not Investment-Related; 09/29/2005; 1 to 9 hours per month; 1 to 9 during trading hours / Copeland Family Partners, Ltd; Managing Member of the LLC as general partner and managing member of the partnership. I hold a minority ownership interest of 17% in both entities. My father is the majority owner of both entities.; Family Limited Partnership where only members are my father, my two brothers and I. The general partner of the partnership is an LLC where the only members are my father, my two brothers, and I. The partnership and LLC are not engaged in any retail or wholesale business activities to the public. The business only exists to manage family investments. I will serve as the Managing Member of the LLC and Limited Partnership.; 12951 Huebner Rd Ste 781607, , San Antonio, TX, 78278; Investment-Related; 08/09/1996; 1 to 9 hours per month; 0 during trading hours / Copeland Family Investments LLC; Managing member. I own a 20% minority interest in the LLC. My father has the highest ownership percentage.; manage investments (cash and publicly traded marketable securities) for family limited partnership.; 12951 Huebner Rd Ste 781607, , San Antonio, TX, 78278; Investment-Related; 05/21/2009; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-13 |
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