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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-02
  • TX RA
    APPROVED
    Since 2019-01-02

Branch Locations

1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States

Bulverde, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. San Antonio TX 10/2010 03/2020
Ameriprise Financial Services, Llc San Antonio TX 03/2020 Present
Other Businesses

Business Ownership; XZ8979 LLC; As a member of the LLC I will oversee marketing, management, and administration of our practice.; An organization dedicated to marketing, management, and administration of our practice; 1314 E Sonterra Blvd Building 4, Suite 401, , San Antonio, TX, 78258; Investment-Related; 05/20/2021; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; XZ8979 LLC; Owner; Holds cash earned by the business.; 1314 E Sonterra Blvd Building 4, Suite 401, , San Antonio, TX, 78258; Investment-Related; 05/20/2021; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-20
  • S66 Uniform Combined State Law Examination
    2018-12-20
Other Names
  • Kelly Marie Hoag

View on SEC IAPD

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