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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | York | PA | 01/2020 | Present |
| Central York School District | York | PA | 03/2022 | Present |
| Red Lion School District | Red Lion | PA | 08/2006 | 06/2019 |
| Pennsylvania State University | Harrisburg | PA | 06/2019 | 05/2023 |
Outside Employment; Central York High School; I coach varsity & junior varsity girls lacrosse.; Lacrosse coach for Central York High School; 601 Mundis Mill Road, , York, PA, 17406; Not Investment-Related; 03/07/2022; 40 to 59 hours per month; 0 during trading hours / LPPO, LCC; Financial advisor/investment manager; Financial advisor/investment manager; 3995 E Market St, , York, PA, 17402; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Rotary Club of York - North; I am serving as a Member of the Rotary Club of York - North. and I also service as a non-voting co-chair of their membership committee.; c/o Kimberly March, 20 Cedar Run Drive, York, PA, 17404; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours / Accounting Technology/Technician and Bookkeeping Advisory Committee; An Advisory Board who helps Red Lion Area Senior High make sure they have the needed curriculum for students to succeed in college and/or career out of high school.; 200 Horace Mann Ave, , Red Lion, PA, 17356; Not Investment-Related; 11/04/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-08 |
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