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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
| PA | RA | APPROVED | 2010-01-20 |
Branch Locations
520 S Pitt Street, Carlisle, PA 17013-3820 • United States
1717 Lititz Pike, Lancaster, PA 17601-6509 • United States
Shippensburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lancaster | PA | 01/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Carlisle | PA | 03/2020 | Present |
Outside Employment; LJS Group, LLC; Associate Financial Advisor - ?Assist the LJS Group LLC in market research for legacy and estate solutions. Examine the digital platform choices for legacy and estate solutions for Baby Boomer and Silent generation clients. Provide support to the LJS Group LLC in the areas of software choices with a focus on Wealth Studios and the implementation of ultra-high net worth advice through fee engagements.; ; 1717 Lititz Pk., , Lancaster, PA, 17601; Investment-Related; 04/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-24 |
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