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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-08 |
| PA | RA | APPROVED | 2013-03-05 |
Branch Locations
760 Constitution Dr Ste 110, Exton, PA 19341 • United States
1105 Shrivers Corner Rd, Gettysburg, PA 17325 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Exton | PA | 10/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Gettysburg | PA | 03/2020 | Present |
Business Ownership; CSWMG, INC; Co-owner; Manage Ameriprise Business; 760 Constitution Dr, STE 110, Exton , PA, 19341; Investment-Related; 01/29/2025; 60 hours per month; 60 during trading hours. Outside Employment; CSWMG, INC; Private Wealth Advisor at CSWMG, a financial advisory practice of Ameriprise; Private Wealth Advisor at CSWMG, a financial advisory practice of Ameriprise; 1105 Shriver Corner Rd, , Gettysburg, PA, 17325; Investment-Related; 03/20/2013; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-04 |
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