James Anthony Enriquez

Current Employers

Employment History

• 09/2010 → 03/2017
  Edward Jones
  St. Louis, MO
• 03/2017 → 03/2024
  Ameriprise Financial Services Inc
  Mcallen, TX
• 03/2020 → 03/2024
  Ameriprise Financial Services, Llc
  Mcallen, TX
• 03/2024 → Present
  Lpl Financial Service Llc
  Mcallen, TX

Previous Registrations

• 2017-03-10 → 2024-04-03
  Ameriprise Financial Services, Llc
  Mcallen, TX
• 2010-11-15 → 2017-03-14
  Edward Jones
  Mcallen, TX
  Edinburg, TX
  St Louis, MO
  Weslaco, TX

Other Businesses

1- 03/27/2024 / Strategic Insights Financial Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 180 hrs mth / 40 hrs during trading / At reported business location(s) 2- 03/27/2024 / Pinnacle Integrated Solutions, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 20 hrs mth / 1 hr during trading / Start date: 09/20/2023 3- 03/27/2024 / Adaptive Tax Planning, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 20 hrs mth / 1 hr during trading / Start date: Start date: 09/20/2023 4- 03/27/2024 / Non-Variable Insurance / Non-Variable Insurance / Investment Related / 5 hrs mth / Start date: 09/20/2023 5- 03/27/2024 / Executive In Residence / Outside/W-2 Employment / Not Investment Related / 1 hr mth / Start date: 09/20/2023 6- 03/27/2024 / CFP Board Exam Item Writing / Outside/W-2 Employment / Not Investment Related / 1 hr mth / Start date: 07/01/2022 7- 11/22/2024 - Veritas BT LLC- Business Entity For Tax/Investment Purposes Only- Non- Investment Related- Mission, TX - start date 11/13/2024- 3hrs per mth / 0 during trading 8- 12/12/2024- Puro 956 LLC - Business Entity For Tax/Investment Purposes Only- Non- Investment Related- Edinburg, TX - start date 12/10/2024- 0hrs per mth / during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-11-12

Designations

Other Names

• James Enriquez
• James Anthony Enriquez