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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-01-21 |
Branch Locations
1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462-2488 • United States
Bala Cynwyd, 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 | Plymouth Meeting | PA | 03/2020 | Present |
Real Estate Ownership; Single Family; 1830 Pennington Rd., Philadelphia, PA 19151, ,; Investment-Related; 05/15/2015. Independent Insurance Brokering; Petersen International Underwriters; 02/18/2022; Disability Income. Business Ownership; PYMG, LLC; Audio/Visual Art Production; Visual Art; 1 Union Ave., #571, , Bala Cynwyd, PA, 19004; Not Investment-Related; 12/16/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Holy Nation; Associate Minister - Preach/teach the Word of God as needed.; ; 2925 Ridge Ave., Philadelphia, PA 19121, ,; Not Investment-Related; 11/16/2018; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Life Turning Point of Philadelphia (FYI: formerly Wayne Hall; the name and ownership has changed, but everything else is the same); Teach Biblical principles of finance to women in a transitional housing program.; 5200 Wayne Ave., , Philadelphia, PA, 19144; Not Investment-Related; 05/03/2022; 1 to 9 hours per month; 0 during trading hours / Roving Poll Monitor; Roving Poll Monitor for Common Cause. Common Cause is a non-partisan grassroots organization. As a Roving Poll Monitor, I would assist with Election Protection by visiting one or two polling locations and reporting any issues that I witness on election day. Roving Poll Monitors are non-partisan volunteers who assist with election integrity by assiting voters, gathering data, reporting issues, and raising awareness for voting. They do NOT distribute partisan materials, challenge a voter's eligibility, or engage in confrontations. In general, Poll Monitors help all voters, regardless of party affiliation. As of right now, I don't know the exact polling locations I would be assigned to. This information is assigned based on volunteer availabilty so it may not be distributed until Election Day. But it's reasonable to say that I would be roving between Montgomery, Philadelphia, and/or Delaware counties (all in PA); Not available at this time (see above), , Not available at this time (see above), PA, 00000; Not Investment-Related; 11/08/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-12 |
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