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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-03-03 |
Branch Locations
67 Wilmington W Chester Pike, Chadds Ford, PA 19317 • United States
3513 Concord Pike Ste 1000, Wilmington, DE 19803 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wilmington | DE | 09/2021 | Present |
| Applied Energy Group | Wilmington | DE | 04/2021 | 09/2021 |
| Us Pro | Wilmington | DE | 11/2020 | 04/2021 |
| The Bancorp | Wilmington | DE | 09/2020 | 11/2020 |
| Point To Point Wealth Planning | Wilmington | DE | 02/2016 | 09/2020 |
Outside Employment; Kimberlee M. O. LLC; Marketing Manager; Manage advisory business; 67 Wilmington West Chester Pike, , Chadds Ford, PA, 19317; Investment-Related; 09/20/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
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