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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| PA | RA | APPROVED | 2021-05-24 |
Branch Locations
34 N Main St, Homer City, PA 15748 • United States
800 Philadelphia St Box 220, Indiana, PA 15701 • United States
Marion Center, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Indiana | PA | 08/2016 | 11/2016 |
| Investment Professionals, Inc. | San Antonio | TX | 12/2016 | 09/2018 |
| Ameriprise Financial Services, Inc. | Homer City | PA | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Homer City | PA | 03/2020 | Present |
Business Ownership; Stockings for Seniors of Indiana County; Owner; This is a non-profit organization that delivers Christmas Stockings to individuals in nursing homes.; 1262 Pickering Run Road, , Marion Center, PA, 15759; Not Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; S&T Bank; Program Administrator - Program Management and Financial Advisor; ; Main Street, , Homer City, PA, 15748; Investment-Related; 01/01/1999; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-26 |
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