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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-18 |
| DE | RA | APPROVED | 2005-08-04 |
| PA | RA | APPROVED | 2003-07-16 |
| NJ | RA | APPROVED | 2002-06-28 |
Branch Locations
1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043 • United States
3000 Atrium Way Ste 510, Mount Laurel, NJ 08054-3914 • United States
Secane, PA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mount Laurel | NJ | 08/2000 | 03/2020 |
| Ameriprise Financial Services, Llc | Mount Laurel | NJ | 03/2020 | Present |
Business Ownership; Integrity Management Partners LLC; Partner- LLC is for hiring staff to support our financial planning practice; Purpose of the LLC is to rent office space and hire staff to support our financial planning practice; 3000 Atrium Way Suite 510, , Mt. Laurel, NJ, 08054; Not Investment-Related; 11/14/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Generational Partners LLC; training staff, planning; Staffing for financial planning business; 3000 Atrium Way Suite 510, , Mt. Laurel, NJ, 08054; Not Investment-Related; 08/01/2018; 10 to 19 hours per month; 10 to 19 during trading hours / Eunoia Management Group LLC; Hire staff or contractorsrun the company; business is established to support my growing financial planning practice.; 3000 Atrium Way Suite 510, , Mt. Laurel, NJ, 08054; Investment-Related; 12/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / DAEMROCA LLC; Co-owner; Established for purposes of a shared operational infrastructure, expense management and continuity planning among team members.; 19792 Casa Verde Way, , Estero, FL, 33967; Investment-Related; 08/25/2023; 1 to 9 hours per month; 0 during trading hours / Pittaoulis Management Company LLC; Owner; business is established to support y growing financial planning practice; 3000 Atrium Way, Suite 510, Mount Laurel, NJ, 08054; Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Pittaoulis Management Company LLC; Owner; Manage advisory business; 3000 Atrium Way, Suite 510, Mount Laurel, NJ, 08054; Investment-Related; 10/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-31 |
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