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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-27 |
| PA | RA | APPROVED | 2022-06-09 |
Branch Locations
125 N Franklin St, Titusville, PA 16354-1760 • United States
Erie, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | 06/2019 |
| Hbk Sorce Advisory Llc | Erie | PA | 10/2007 | 06/2019 |
| First National Bank Of Pa | Erie | PA | 06/2019 | 06/2022 |
| Cetera Investment Advisers Llc | Erie | PA | 10/2019 | 06/2022 |
| Cetera Investment Services | Saint Cloud | MN | 10/2019 | 06/2022 |
| Ameriprise Financial Services, Llc | Titusville | PA | 06/2022 | Present |
Business Ownership; Bannon Financial Services, LLC; Owner; Manage Ameriprise Business; 325 California Drive, , Erie, PA, 16505; Investment-Related; 01/21/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Bannon Financial Services, LLC; Owner; Manage advisory business; 325 California Drive, , Erie, PA, 16505; Investment-Related; 06/06/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
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