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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-17 |
| PA | RA | APPROVED | 2011-12-22 |
| TX | RA | APPROVED_RES | 2006-10-09 |
Branch Locations
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 • United States
40291 Stagecoach Road, Oakhurst, CA 93644 • United States
Penn Valley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Blue Bell | PA | 03/2020 | Present |
Real Estate Ownership; Single Family; 630 Maxatawny Drive, , Pocono lake, PA, 18347; Not Investment-Related; 01/15/2023. Independent Insurance Brokering; AETNA; 02/01/2012; / AFLAC; 09/25/2012; / AIG; 01/01/2005; / Banner Life; 12/19/2016; / Capital Blue Cross; 03/08/2013; / Carefirst BCBS; 01/01/2005; Fixed Annuity / Companion Life Insurance; 06/13/2012; / Lincoln Financial Group; 12/02/2009; / United Health Care; 02/02/2010; / United Health; 07/01/2024; Group / Allstate; 11/19/2025; Long Term Care. Business Ownership; Triumvirate Group PC; owner; I pay my bills through; 439 Penn valley Road, , Penn valley, PA, 19072; Investment-Related; 12/08/2020; 0 hours per month; 0 during trading hours / You are All My Favorites LLC; owner; clothing merchandise; 439 Penn Valley Road, , Penn Valley, PA, 19072; Not Investment-Related; 09/11/2022; 1 to 9 hours per month; 0 during trading hours / Among Mother Things, LLC; N/A; Family business; 439 Penn Valley Road , , Penn Valley , PA, 19072; Not Investment-Related; 08/17/2017; 0 hours per month; 0 during trading hours. Board of Directors; Love from Lenny; treasurer; 741 N. Ringgold StreetPhiladelphia, PA 19130, ,; ; 08/01/2014; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Steven Verona; Consigliore to Steve Verona -; Childrens toy and craft company; 2255 Glades RoadSuite 324ABoca Raton, FL 33431, ,; Not Investment-Related; 06/24/2013; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; LiveDyne, LLC; To assist with the owner and help steer the direction of the formation of the company; 1775 I St. NW Suite 1150, , Washington, DC, 20006; Not Investment-Related; 02/14/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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