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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
1 Oakwood Dr, Scranton, PA 18504-9503 • United States
Allentown, PA • United States
575 Pierce Street Suite 102, Kingston, PA 18704-5700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Kingston | PA | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Emmaus | PA | 10/2015 | 11/2017 |
| Raymond James Financial Services, Inc. | Emmaus | PA | 11/2017 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Emmaus | PA | 02/2021 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 04/2022 |
| Milestone Financial Associates, Llc | Macungie | PA | 01/2022 | 04/2022 |
| Lincoln Investment | Fort Washington | PA | 12/2022 | 05/2026 |
| Unemployed | Allentown | PA | 04/2022 | 12/2022 |
Outside Employment; Magellan Federal; part-time employee; Counselor; 2800 Shirlington Road, Suite 350, , Arlington , VA, 22206; Not Investment-Related; 10/02/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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