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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-03 |
| DE | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
118 W Goforth Rd Ste 4, Buda, TX 78610-9501 • United States
West Chester, PA • United States
1 Righter Pkwy Ste 250, Wilmington, DE 19803-1534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2020 | 04/2021 |
| Cognizant Technology Solutions | Teaneck | NJ | 08/2016 | 07/2019 |
| Pats Pizzeria Of Pennsville, Inc | Pennsville | NJ | 09/2019 | Present |
| Raymond James & Associates, Inc. | San Antonio | TX | 04/2021 | 03/2024 |
| Ameriprise Financial Services, Llc | Wilmington | DC | 04/2024 | Present |
Business Ownership; Pats Pizzeria; Co-owner; Restaurant; 102 s broadway, , pennsville, NJ, 08070; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Odyssey Charter School Board; member; 4319 Lancaster Pike, , Wilmington, DE, 19805; Not Investment-Related; 10/10/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-01 |
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