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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 2014-11-26
  • TX RA
    APPROVED
    Since 2014-11-26

Branch Locations

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

224 W Main St Ste 100, Kenedy, TX 78119 • United States

Poth, 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 01/2013 03/2020
Ameriprise Financial Services, Llc Kenedy TX 03/2020 Present
Other Businesses

Other Business Activities; Insperity, LLC; My Insperity employment is directed by, and for the exclusive benefit of Mesquite Wealth Management and relates to financial planning, investments, and other activities offered through Ameriprise Financial Services, LLC and its affiliated companies.; 19001 Crescent Springs Dr., , Kingwood, TX, 77339; Investment-Related; 08/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-10
  • S66 Uniform Combined State Law Examination
    2014-07-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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