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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-23 |
| DE | RA | APPROVED | 2011-01-25 |
| PA | RA | APPROVED | 2003-07-07 |
Branch Locations
5000 W Tilghman St Ste 153, Allentown, PA 18104 • United States
Blue Bell, 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. | Lancaster | PA | 06/2001 | 03/2020 |
| Ameriprise Financial Services, Llc | Allentown | PA | 03/2020 | Present |
Independent Insurance Brokering; Zurich American Life Insurance; 02/17/2015; . Business Ownership; JKJ Consulting; Owner; Consulting; 915 Phipps Way, , Blue Bell, PA, 19422; Investment-Related; 01/01/2011; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-14 |
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