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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| PA | RA | APPROVED | 2022-07-15 |
Branch Locations
1536 Cornwall Rd, Lebanon, PA 17042-7403 • United States
520 S Pitt Street, Carlisle, PA 17013-3820 • United States
Mount Gretna, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Carlisle | PA | 11/1999 | 07/2022 |
| Avantax Advisory Services | Carlisle | PA | 03/2004 | 07/2022 |
| Swc Wealth Management | Palmyra | PA | 12/2015 | 12/2020 |
| Avantax Insurance Agency, Llc | Carlisle | PA | 04/2016 | 07/2022 |
| Benefit Connections | Carlisle | PA | 09/2019 | 07/2022 |
| Mrk Financial Solutions, Inc | Plymouth | MN | 10/2018 | 07/2022 |
| Ameriprise Financial Services | Palmyra | PA | 07/2022 | 07/2022 |
| Sniegocki Weaver Financial Services | Palmyra | PA | 12/2007 | 07/2022 |
| Url | Harrisburg | PA | 01/2022 | 07/2022 |
| Ameriprise Financial Services, Llc | Palmyra | PA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Palmyra | PA | 07/2022 | Present |
Real Estate Ownership; Commercial; 520 S Pitt Street, , Carlisle, PA, 17013; Investment-Related; 06/01/2023. Business Ownership; Witmer Tax; Management; Tax Preparation; 212 Willow Valley Lakes Drive, , Willow Street, PA, 17584; Not Investment-Related; 07/15/2022; 10 to 19 hours per month; 1 to 9 during trading hours / Pennoptic CPA's and Strategic Partners, LLCLLC; Co-owner; Tax Preparation; 1500 Lititz Pike, , Lancaster, PA, 17601; Not Investment-Related; 11/01/2023; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; Friends of Governor Dick; Treasurer; 270 Old Mine Road, , Mount Gretna, PA, 17064; Not Investment-Related; 03/01/2024; 1 to 9 hours per month; 0 during trading hours / Mount Gretna Area Historical Society; Board Member; 206 Pennsylvania, , Mount Gretna, PA, 17064; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LJS Group LLC; Employee/Advisor; Outside Employment.; 103 W Main St., , Palmyra, PA, 17078; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-27 |
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