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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2007-11-06
PA RA APPROVED 2003-06-23
  • TX RA
    APPROVED_RES
    Since 2007-11-06
  • PA RA
    APPROVED
    Since 2003-06-23

Branch Locations

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047 • United States

252 W Swamp Rd Ste 9, Doylestown, PA 18901 • United States

Doylestown, 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
Ameriprise Financial Services, Inc. Langhorne PA 09/2005 03/2020
Ameriprise Financial Services, Llc Langhorne PA 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 4650 Essex Coirt, , Bensalem, PA, 19020; Investment-Related; 01/01/2017. Business Ownership; Lakefront Living, Inc.; I am the sole owner/President of the S-Corp.; Consulting; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 11/15/2019; 0 hours per month; 0 during trading hours / MHP ONE, LLC; Financial management and oversight.; The LLC will own/operate a sandwich franchise.; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 01/01/2022; 10 to 19 hours per month; 0 during trading hours / PSBC Ventures, LLC; Co-owner; This will be an LLC used to purchase, own, and manage a piece of proprty.; 218 Briarwood Court, , Doylestown, PA, 18901; Investment-Related; 04/01/2024; 1 to 9 hours per month; 0 during trading hours / 27teen Consulting, LLC; I am an indirect manager through my S-Corp (Lakefront Living, Inc.); Consulting; 218 Briarwood Court, , Doylestwon, PA, 18901; Not Investment-Related; 11/15/2019; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Lakefront Living, Inc; President - Sole member of S-Corp; I am the sole emoployee of the S-corp of which I also the sole owner.; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-21
  • S66 Uniform Combined State Law Examination
    2002-05-21
Designations

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