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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-28 |
| TX | RA | APPROVED | 2022-01-28 |
Branch Locations
6444 Lower York Road Us 202, New Hope, PA 18938 • United States
Warwick, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Wealth Planning | New Hope | PA | 06/2007 | 01/2022 |
| Lpl Financial Llc | New Hope | PA | 10/2010 | 01/2022 |
| Ameriprise Financial Services Llc | New Hope | PA | 01/2022 | Present |
| United States Air Force - Guard | Horsham | PA | 01/2002 | Present |
Business Ownership; Penn Wealth Planning LLC; Managing Partner for practice expenses; to pay expenses for staff and practice; 6444 Lower York Rd, , New Hope, PA, 18938; Not Investment-Related; 06/01/2007; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Penn Wealth Planning; Managing Partner - 25% Owner, Financial Advisor; ; 6444 Lower York Road, , New Hope, PA, 18938; Investment-Related; 06/01/2007; 60 hours per month; 60 during trading hours. Other Business Activities; Habitat for Humanity - Bucks County; Member of Finance Committee; 539 Jacksonville Rd., , Warminster, PA, 18974; Investment-Related; 04/01/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-21 |
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