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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-07 |
| PA | RA | APPROVED | 2011-07-22 |
Branch Locations
500 W Office Center Dr Ste 400, Fort Washington, PA 19034 • United States
Harleysville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plymouth Meeting | PA | 02/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Outside Employment; Jonathan Kuttin dba Kuttin Wealth Management; EE of legal entity.; compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 03/05/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-08 |
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