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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-16 |
| PA | RA | APPROVED | 2019-04-05 |
Branch Locations
2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047 • United States
Voorhees Township, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Joseph's University | Philadelphia | PA | 08/2013 | 06/2017 |
| Ameriprise Financial Services, Inc. | Langhorne | PA | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Langhorne | PA | 03/2020 | Present |
Outside Employment; WPM Management; Employee. Pre & post follow up work including transactions, money movement, rebalances.; Manage advisory business; 2300 E Lincoln Hwy, , Langhorne, PA, 19047; Investment-Related; 01/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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