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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-16 |
Branch Locations
104 Corporate Dr E, Langhorne, PA 19047 • United States
Langhorne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-25 |
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