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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
Canyon Lake, TX • United States
4120 Main Ave, Groves, TX 77619-4723 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services | Waverly | IA | 01/2001 | 10/2021 |
| Cuna Mutual Insurance Society | Waverly | IA | 01/2001 | 10/2021 |
| Lpl Financial Llc | Groves | TX | 10/2021 | 09/2025 |
| Gulf Credit Union | Groves | TX | 03/2021 | 09/2025 |
| Ameriprise Financial Services, Llc | Lumberton | TX | 09/2025 | Present |
Business Ownership; jpwsquared LLC; Owner; Manage Ameriprise Business; 4120 Main Ave, , Groves, TX, 77619; Investment-Related; 06/02/2022; 60 hours per month; 60 during trading hours. Outside Employment; jpw squared llc; Owner; Manage advisory business; 114 Kippers Ct, , Lumberton, TX, 77657; Investment-Related; 06/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-18 |
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