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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2020-11-23 |
Branch Locations
1200 Summit Ave Ste 860, Fort Worth, TX 76102-4411 • United States
Grapevine, TX • United States
Sneads Ferry, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hurst | TX | 05/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Hilton Head | SC | 03/2020 | Present |
Outside Employment; BEEZ3 LLC; Employee of legal entity; Manage advisory business; 1200 Summit Ave, Suite 860, Fort Worth, TX, 76102; Investment-Related; 05/01/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Volunteer with Navy-Marine Corps Relief Society; Caseworker to assist military members with reading their paystubs and setting up a budget. NO financial advice, no investing, no soliciting, just budget education. There is a specific process and procedure with how the role is conducted.; 316 G St, , Camp Lejeune, NC, 28547; Not Investment-Related; 01/22/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-20 |
| S66 | Uniform Combined State Law Examination | 2014-06-05 |
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