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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-02-08 |
| PA | RA | APPROVED | 2018-02-08 |
Branch Locations
1200 Lenox Dr Ste 201, Lawrenceville, NJ 08648 • United States
Churchville, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Associates Of The Greater Del Val | Collingswood | NJ | 01/1999 | 01/2018 |
| H.D. Vest Securities | Collingwood | NJ | 03/2008 | 01/2018 |
| Ameriprise Financial Advisors Inc. | Mount Laurel | NJ | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Lawrenceville | NJ | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-12 |
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