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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-16
  • PA RA
    APPROVED
    Since 2023-03-16

Branch Locations

104 Corporate Dr E, Langhorne, PA 19047 • United States

Langhorne, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 05/2014 10/2020
H. Beck, Inc. Rockville MD 10/2020 04/2021
Grove Point Advisors, Llc Rockville MD 04/2021 04/2021
Ameriprise Financial Services, Llc Langhorne PA 03/2023 Present
Pmc Property Grou Philadelphia PA 04/2021 02/2022
Camco Community Asset Management Company Philadelphia PA 02/2022 10/2022
Unemployed Philadelphia PA 10/2022 03/2023
  • 05/2014 → 10/2020
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 10/2020 → 04/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 04/2021
    Grove Point Advisors, Llc
    Rockville, MD
  • 03/2023 → Present
    Langhorne, PA
  • 04/2021 → 02/2022
    Pmc Property Grou
    Philadelphia, PA
  • 02/2022 → 10/2022
    Camco Community Asset Management Company
    Philadelphia, PA
  • 10/2022 → 03/2023
    Unemployed
    Philadelphia, PA
Previous Registrations
  • 2021-04-01 → 2021-07-20
    Grove Point Advisors, Llc
    Rockville, MD
  • 2020-10-20 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
  • 2014-05-30 → 2020-10-16
    Conshohocken, PA
  • 2009-10-30 → 2014-05-06
    New York, NY
  • 2009-05-12 → 2009-10-07
    Barclays Capital Inc.
    New York, NY
  • 2005-11-09 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    New York, NY
    New York, NY
Other Businesses

Business Ownership; There is no business name; Owner; Tax Preparation; 701 S Pine Street, , Langhorne, PA, 19047; Not Investment-Related; 04/01/2001; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Filitalia Bucks County; President; 1834 E PASSYUNK AVENUE, , PHILADELPHIA, PA, 19147; Not Investment-Related; 09/01/2024; 20 to 39 hours per month; 1 to 9 during trading hours / Langhorne Manor Borough Council; Borough Councilperson; 618 Hulmeville Avenue, , Langhorne, PA, 19047; Not Investment-Related; 02/15/2025; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Holy Family University; I will be paid for teaching.; Adjunct Teaching; 9801 Frankford Avenue, , Philadelphia, PA, 19114; Not Investment-Related; 01/15/2024; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; NOTARY PUBLIC; NOTARY PUBLIC TYPE SERVICES; 701 S Pine Street, , LANGHORNE, PA, 19047; Not Investment-Related; 06/12/2019; 1 to 9 hours per month; 1 to 9 during trading hours / NYSSCPA - STOCK BROKERAGE COMMITTEE; NEW YORK STATE SOCIETY OF CPA'S STOCK BROKERAGE COMMITTEE; 14 WALL STREET, 19TH FLOOR, NEW YORK, NY, 10005; Not Investment-Related; 06/03/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Documentary; Funding a special purpose entity as a private investment for a video documentary based on an Italian heritage story. At limited times I will complete basic accounting bookkeeping services for this investment. There are No Ameriprise Clients involved.; 147 Oakridge Drive, , Langhorne, PA, 19047; Investment-Related; 02/14/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-25
  • S66 Uniform Combined State Law Examination
    2004-08-25
Other Names
  • Charles J Ingulli
  • Charles J Ingulli
  • Charles J Ingulli
  • Charles Joseph Ingulli
  • Charles Ingulli

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