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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
528 Maple Street, Bethlehem, PA 18018-6328 • United States
12 Penns Trail Suite 122, Newtown, PA 18940-1892 • United States
New Hope, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 06/2018 | 05/2023 |
| Credit Suisse | New York | NY | 07/2015 | 03/2018 |
| Edward Jones | St Louis | MO | 05/2023 | 05/2026 |
| Ameriprise Financial Services Llc | Bethlehem | PA | 05/2026 | Present |
Board of Directors; Newtown Rotary Club Board; President Elect; American Legion , , Newtown , PA, 18940; Not Investment-Related; 05/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Bucks Country Free Library Board; Trustee; Doylestown Library, , Doylestown, PA, 18938; Not Investment-Related; 10/29/2025; 1 to 9 hours per month; 0 during trading hours / FSA of Bucks Board; Member Board of Advisors; FSA Bucks cornerstone , , Langhorne, PA, 18947; Not Investment-Related; 09/25/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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