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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2016 | 05/2018 |
| Profunds Distributors, Inc | Bethesda | MD | 06/2018 | 02/2020 |
| Rockywold Deephaven Camps | Holderness | NH | 05/2018 | 05/2018 |
| Principal Funds Distributor Inc | Washington | DC | 03/2020 | 04/2023 |
| Profunds Distributors, Inc | Bethesda | MD | 06/2023 | 09/2025 |
| Hartford Funds Distributors, Llc | Wayne | PA | 09/2025 | Present |
| Hartford Funds Management Company, Llc | Wayne | PA | 09/2025 | Present |
Effective May 2026: Providing pre-season maintenance services at Rockywold Deephaven Camp in Holderness, NH during alumni weekend, once a year. Non-investment related, 8-16 hrs a year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
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