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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| PA | RA | APPROVED | 2021-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | York | PA | 12/2019 | Present |
| Wellspan Philaven | Mt. Gretna | PA | 08/2017 | 05/2020 |
| York County School District | York | PA | 08/2016 | 12/2018 |
| The Pennsylvania State University | York | PA | 08/2017 | 05/2020 |
Board of Directors; YWCA York's Junior Board; Junior Board Member; 320 East Market Street, , York, PA, 17403; Not Investment-Related; 08/07/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Turning Point Board; Secretary; 15 Wyntre Brooke Drive, , York, PA, 17403; Not Investment-Related; 03/27/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; LPPO, LLC; Financial Advisor/Investment Manager; Legal entity under 12.2 for practice management.; 3995 East Market Street, , York, PA, 17402; Investment-Related; 03/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
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