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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 2017-09-06
PA RA APPROVED 2009-02-05
NJ RA APPROVED 2005-07-12
  • TX RA
    APPROVED_RES
    Since 2017-09-06
  • PA RA
    APPROVED
    Since 2009-02-05
  • NJ RA
    APPROVED
    Since 2005-07-12

Branch Locations

19 Waterford Dr Ste A, Mechanicsburg, PA 17050-8266 • United States

400 3Rd Ave Ste 309, Kingston, PA 18704 • 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. Camp Hill PA 10/2005 03/2020
Ameriprise Financial Services, Llc Camp Hill PA 03/2020 Present
Other Businesses

Real Estate Ownership; Lot/Land; Silver Spring Rd and Carlisle Pike, , Mechanicsburg, PA, 17050; Not Investment-Related; 05/14/2021. Business Ownership; Stephenson Development LLC; Co-owner; Real Estate; 19 Waterford Drive, , Mechanicsburg, PA, 17055; Not Investment-Related; 09/13/2024; 10 to 19 hours per month; 10 to 19 during trading hours / Stephenson Foundational Management LLC; Owner; P2 practice management for payroll and expenses.; 19 Waterford Drive, Suite A, Mechanicsburg, PA, 17050; Not Investment-Related; 01/01/2025; 20 to 39 hours per month; 20 to 39 during trading hours / Stephenson Enterprises LLC; Co-owner; Real Estate; 3 Drayton Ct, , Mechanicsburg, PA, 17055; Not Investment-Related; 05/14/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Bob Craig Youth Foundation Board; Board Member; PO Box 46, , Camp Hill, PA, 17011; Not Investment-Related; 05/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Wildcat Foundation; Board Member; 500 S Broad St, , Mechanicsburg, PA, 17055; Not Investment-Related; 08/01/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Stephenson Foundational Management LLC; Owner; Manage advisory business; 19 Waterford Drive, Suite A, Mechanicsburg, PA, 17050; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-10
  • S66 Uniform Combined State Law Examination
    2003-09-10
Designations

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