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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-06 |
| PA | RA | APPROVED | 2009-02-05 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Camp Hill | PA | 10/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Camp Hill | PA | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-10 |
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