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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
2615 Calder Ave Ste 150, Beaumont, TX 77702-1957 • United States
2615 Calder Ave Ste 750, Beaumont, TX 77702-1957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | San Antonio | TX | 07/2014 | 12/2019 |
| Ameriprise Financial Services, Llc | Beaumont | TX | 06/2025 | Present |
| Ubs Financial Services | Beaumont | TX | 01/2020 | 06/2025 |
Real Estate Ownership; Single Family; 579 Hogan, , Kyle, TX, 78640; Not Investment-Related; 01/01/2020. Business Ownership; JLC Organization LLC; Owner; Manage Ameriprise Business; 2615 Calder Ave, , Beaumont, TX, 77706; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours. Outside Employment; Q5 Operations LLC; Financial Advisor at Q5 Wealth Management; Manage advisory business; 2615 Calder Ave, Suite 150, Beaumont, TX, 77706; Investment-Related; 06/18/2025; 60 hours per month; 60 during trading hours / JLC Operations; Owner; Manage advisory business; 2615 Calder Ave, , Beaumont, TX, 77706; Investment-Related; 07/16/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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