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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| MO | RA | APPROVED | 2022-05-02 |
| PA | RA | APPROVED | 2020-10-16 |
Branch Locations
100 N 18Th St Ste 750, Philadelphia, PA 19103 • United States
825 Maryville Centre Dr Ste 210, Chesterfield, MO 63017 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Philadelphia | PA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 07/2017 | 10/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2017 | 10/2020 |
| Ameriprise Financial Services, Llc | Philadelphia | PA | 10/2020 | Present |
Outside Employment; Lemon Hill; Finanical Advisor - Primary advisor on significant percentage of the aquistion, backup on the rest.; ; 100 N 18th St, Suite 750, , Philadelphia, PA, 19103; Investment-Related; 06/02/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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