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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-19 |
Branch Locations
2615 Calder Ave Ste 750, Beaumont, TX 77702-1957 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Beaumont | TX | 03/2008 | 06/2025 |
| Ameriprise Financial Services, Llc | Beaumont | TX | 06/2025 | Present |
Real Estate Ownership; Single Family; 213 Forest Dr., , Bryan/College Station, TX, 77840; Not Investment-Related; 07/01/2006. Business Ownership; TGG Operations LLC; Owner; Retail; 213 Forest Dr., , Beaumont, TX, 77702; Investment-Related; 06/18/2025; 60 hours per month; 60 during trading hours. Outside Employment; TGG Operations LLC; Owner; Manage advisory business; 2615 calder ave., , Beaumont, TX, 77702; Investment-Related; 06/18/2025; 60 hours per month; 60 during trading hours / Q5 Operations LLC; this is the entity for which Omar Bitar is franchise advisor and from which I will receive 1099 income.; Manage advisory business; 2615 calder ave., , Beaumont, TX, 77702; Investment-Related; 06/18/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-16 |
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