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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
769 S Main St Ste 201, Lumberton, TX 77657-8341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Satre Financial Group | Beaumont | TX | 06/2010 | 02/2023 |
| Pete Liao | New York | NY | 03/2023 | 04/2023 |
| Ameriprise Financial Services Inc | Beaumont | TX | 07/2012 | 08/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2023 | 04/2023 |
| Edward Jones | St Louis | MO | 07/2023 | 09/2025 |
| Ameriprise Financial Services, Llc | Lumberton | TX | 09/2025 | Present |
| Lpl Financial Services, Llc | Beaumont | TX | 09/2018 | 02/2023 |
Board of Directors; Junior Achievement of the Golden Triangle; Board Member; 505 Milam Street, Ste 700, Beaumont, TX, 77701; Not Investment-Related; 02/20/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JPW Squared LLC; Servicing clients with investment accounts and insurance products; Manage advisory business; 769 S Main St, Ste 201, Lumberton, TX, 77657; Investment-Related; 09/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-13 |
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