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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank (Formerly: Northwest Savings Bank) | Meadville | PA | 03/2016 | 11/2025 |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2016 | 10/2017 |
| Lpl Financial Llc | Meadville | PA | 10/2017 | 11/2025 |
| Northwest Advisors, Inc. | Meadville | PA | 03/2016 | 12/2018 |
| Ameriprise Financial Services, Llc | Meadville | PA | 11/2025 | Present |
Board of Directors; United Way of Western Crawford County Board of Directors; Treasurer; 415 Chestnut St, , Meadville, PA, 16335; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; CNB; Various Bank Activities; Manage advisory business; 885 Park Ave, , Meadville, PA, 16335; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-04 |
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