Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-11
  • TX RA
    APPROVED
    Since 2025-03-11

Branch Locations

3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States

1601 Elm St Ste 4350, Dallas, TX 75201 • United States

Dallas, 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
Whitehouse Highschool Whitehouse TX 08/2015 08/2019
Stephen F. Austin State University Nacogdoches TX 08/2021 05/2024
Tyler Junior College Tyler TX 08/2019 05/2021
Villa Montez Tyler TX 08/2019 10/2019
Emerald Bay Club Bullard TX 05/2020 08/2020
Emerald Bay Club Bullard TX 05/2020 12/2022
Feliciano Financial Group Tyler TX 05/2022 08/2022
Fredonia Hospitality Nacogdoches TX 05/2023 08/2023
Stephen F. Austin State University Nacogdoches TX 10/2023 11/2023
Equitable Advisors, Llc New York NY 04/2024 02/2025
Ameriprise Financial Services, Llc Dallas TX 03/2025 Present
  • 08/2015 → 08/2019
    Whitehouse Highschool
    Whitehouse, TX
  • 08/2021 → 05/2024
    Stephen F. Austin State University
    Nacogdoches, TX
  • 08/2019 → 05/2021
    Tyler Junior College
    Tyler, TX
  • 08/2019 → 10/2019
    Villa Montez
    Tyler, TX
  • 05/2020 → 08/2020
    Emerald Bay Club
    Bullard, TX
  • 05/2020 → 12/2022
    Emerald Bay Club
    Bullard, TX
  • 05/2022 → 08/2022
    Feliciano Financial Group
    Tyler, TX
  • 05/2023 → 08/2023
    Fredonia Hospitality
    Nacogdoches, TX
  • 10/2023 → 11/2023
    Stephen F. Austin State University
    Nacogdoches, TX
  • 04/2024 → 02/2025
    New York, NY
  • 03/2025 → Present
    Dallas, TX
Previous Registrations
Other Businesses

Outside Employment; Geaux Sooners, LLC DBA Luminate; Assist in the development of financial plans, execute money movements, assist clients.; Exclusively for my work associated with Ameriprise Business. Compensation from Geaux Sooners, LLC DBA Luminate; 1601 Elm St, STE 4350, Dallas, TX, 75201; Investment-Related; 03/03/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-11
S63 Uniform Securities Agent State Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-11-11
  • S63 Uniform Securities Agent State Law Examination
    2024-08-06
Other Names
  • Samantha Means

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor