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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
| PA | RA | APPROVED | 2024-03-08 |
Branch Locations
117 E Broad St Ste 3, Souderton, PA 18964 • United States
Gilbertsville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2012 | 03/2024 |
| Ameriprise Financial Services, Llc | Macungie | PA | 03/2024 | Present |
Business Ownership; Cuthill Group, LLC; Owner; Manage Ameriprise Business; 117 East Broad Street, Suite 3, Souderton, PA, 18964; Investment-Related; 03/14/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Cuthill Group, LLC; Owner; Manage advisory business; 117 East Broad Street, Suite 3, Souderton, PA, 18964; Investment-Related; 03/27/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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