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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-21 |
Branch Locations
27 E Germantown Pike, Plymouth Meeting, PA 19462-1505 • United States
Churchville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Blue Bell | PA | 03/2020 | Present |
Outside Employment; SKA Legacy; Advisor with Heritage Wealth Advisors, an Ameriprise Financial franchise, being paid through SKA Legacy until HWA assumes 50% plus ownership.; Manage advisory business; 27 E Germantown Pike, , Plymouth Meeting, PA, 19462; Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours. Other Business Activities; Inspector of Elections; I am elected Minority Inspector of Elections in my voting district. I work a full day shift on the primary and general election days each year. I was elected in the November 2025 election and my post runs through the November 2029 election.; 283 Hatboro Road, , Southampton, PA, 18966; Not Investment-Related; 05/19/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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