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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-11-07 |
Branch Locations
57 S Broadway Ste C, Pitman, NJ 08071 • United States
Hoddonfield, NJ • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Haddonfield | NJ | 01/2009 | 11/2016 |
| Northeast Planning Associates, Inc. | Haddonfield | NJ | 01/2009 | 11/2016 |
| Ameriprise Financial Services, Inc. | Marlton | NJ | 11/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | Present |
Outside Employment; ONIPA?A-enterprise, LLC; Being paid through LLC for work done at Ameriprise.; Manage advisory business; 80 Washington Street , Building E-11, Norwell, MA, 02061; Investment-Related; 10/17/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; A & B Ventures; Feeding horses, pigs, goats, and chickens. Also, cleaning barns for animals; 340 Hurffville Grenloch Road, , Sewell, NJ, 08080; Not Investment-Related; 09/01/2018; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-11 |
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