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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-11 |
Branch Locations
10001 Reunion Pl Ste 422, San Antonio, TX 78216 • United States
901 3Rd Ave S Routing S14/3235, Minneapolis, MN 55402-3367 • United States
519 Main St, Schertz, TX 78154 • United States
901 3Rd Ave S Routing S14/3235, Minneapolis, MN 55402-3367 • United States
Spring Branch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 05/2010 | 02/2021 |
| Ameriprise Financial Services, Inc. | San Antonio | TX | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 4903 Highway 361, , Port Aransas, TX, 78373; Not Investment-Related; 03/15/2021. Independent Insurance Brokering; Principal Financail Group; 01/15/1995; Disability Income. Business Ownership; 1854 mgmt; Co-owner; 1854 Mgmt is a GP of the LP- JLM Holdings in which owns several LLC that own secruites, Oil and Gas working interest in various wells and potentially real estate. JLM Account is held at AMPF; 251 Sawgrass, , Spring Branch, TX, 78070; Not Investment-Related; 10/15/2020; 1 to 9 hours per month; 0 during trading hours / JLM Holdings; Co-owner; JLM holding is an LP that is use to hold securities and a few LLC that hold oil wells and real-estate.; 251 Sawgrass, , Spring Branch, TX, 78070; Not Investment-Related; 10/15/2020; 1 to 9 hours per month; 0 during trading hours / CSBL Acquisitions Inc.; Co-owner; I will be part owner in CSBL Acquisitions Inc. This company was formed for the sole purpose to purchase Private Bank Stock; 41 Westelm Circle, , San Antonio, TX, 78230; Investment-Related; 03/05/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; JR achievment of South Texas; board member; San Antonio, Tx, ,; Not Investment-Related; 08/08/2013; 1 to 9 hours per month; 0 during trading hours / BISA Board of Directors; Board Member; 20001 K Street , NW 3rd floor North, Washington, DC, 20006; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Citizens State Bank of Luling Board of Directors & Luling Bancshares Board of Directors; Board Member; 200 S. Magnolia, , Luling, TX, 78648; Investment-Related; 03/16/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-22 |
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