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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 1999-04-22
  • TX RA
    APPROVED
    Since 1999-04-22

Branch Locations

3333 Premier Dr Ste 100, Plano, TX 75023 • United States

Wylie, 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. Richardson TX 09/2005 03/2020
Ameriprise Financial Services, Llc Plano TX 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 1327 West Ave, , Sulphur Springs, TX, 75482; Investment-Related; 11/01/2022. Business Ownership; Pioneer Country Ventures, LLC; There really are no roles at this time as the LLC was only established for health insurance for my family, but now owns 522 of raw land used for recreational purposes, and no income generated at this time.; there is no business at this time, but the LLC does own 522 acres of raw land in Oklahoma. No income generated from the property as it is used as recreational at this time.; 913 Santiago Trl, , Wylie, TX, 75098; Not Investment-Related; 01/01/2017; 0 hours per month; 0 during trading hours / Kirk 55 West, LLC; Make business decisions; LLC owning a rental property; 913 Santiago Trl, , Wylie, TX, 75098; Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours / Genesis 1:1, LLC; Founder/Managing Partner; Financial Planning; 3333 Premier Dr, Suite 100, Plano, TX, 75023; Investment-Related; 04/01/2021; 60 hours per month; 60 during trading hours. Board of Directors; Investment and Finance Lab Advisory Board; Member; 913 Santiago Trl, , Wylie, TX, 75098; Not Investment-Related; 02/03/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Genesis 1:1, LLC; Owner; Manage advisory business; 3333 Premier Dr, , Plano, TX, 75023; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-04
  • S63 Uniform Securities Agent State Law Examination
    1999-03-04
Other Names
  • Jason K Palmer

View on SEC IAPD

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