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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED_RES | 2024-02-14 |
| PA | RA | APPROVED | 2019-03-22 |
Branch Locations
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 • United States
40291 Stagecoach Road, Oakhurst, CA 93644 • United States
Philadelphia, 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 |
|---|---|---|---|---|
| Park Avenue Securities | New York | NY | 10/2009 | 09/2017 |
| Ameriprise Financial Services, Inc. | Plymouth Meeting | PA | 03/2019 | 03/2020 |
| Lucso Marketing Llc | Philadelphia | PA | 08/2018 | 03/2019 |
| Unemployed | Philadelphia | PA | 10/2017 | 08/2018 |
| Ameriprise Financial Services, Llc | Blue Bell | PA | 03/2020 | Present |
Independent Insurance Brokering; Aetna (through Goldmark Benefits Health Insurance Broker); 11/01/2022; Health / Independence Blue Cross / Blue Shield; 11/01/2022; / United Health Care; 02/13/2023; . Business Ownership; SCS Professional Consulting, LLC; Provide ROST and other consulting services to advisors and professionals.; Consulting; 3209 W Queen Ln, , Philadelphia, PA, 19129; Not Investment-Related; 03/10/2020; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; SCS Advisor Consulting, LLC; Managing Member / Managing Principal - Managing Member of the LLC - consulting with other advisors and practices on strategic planning, growth strategies, marketing, and new advisor onboarding.; ; 3209 W Queen Ln., , Philadelphia, PA, 19129; Not Investment-Related; 03/09/2020; 1 to 9 hours per month; 1 to 9 during trading hours / MCA Consulting; Owner; Helping a CPA / business owner segment, create value, and market to his existing customers by reviewing their clients tax returns and finding opportunities.; 1315 Walnut Street, Suite 320 , Philadelphia, PA, 19107; Not Investment-Related; 10/16/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Double K, LLC; I have my financial advisory practice attached to this franchise.; Manage advisory business; 790 Penllyn Blue Bell Pike, Ste 300, Blue Bell, PA, 19422-1659; Investment-Related; 10/09/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-04 |
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