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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-21 |
Branch Locations
1536 Cornwall Rd, Lebanon, PA 17042-7403 • United States
Annville, PA • United States
1717 Lititz Pike, Lancaster, PA 17601-6509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Palmyra | PA | 02/2020 | 05/2021 |
| Northwest Bank | Palmyra | PA | 06/2011 | 07/2021 |
| Mrk Financial Solutions | Palmyra | PA | 07/2021 | 07/2022 |
| Avantax Investment Services Inc. | Palmyra | PA | 11/2021 | 07/2022 |
| Avantax Advisory Services | Palmyra | PA | 11/2021 | 07/2022 |
| Ameriprise Financial Services, Llc | Palmyra | PA | 07/2022 | Present |
Board of Directors; Fogleman's Wounded Warrior Music Fest; Vice President of Operations; 1536 Old Forge Rd, , Annville, PA, 17003; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LJS Group LLC; Employee; Receiving compensation from an advisor owned entity.; 1717 Lititz Pike , , Lancaster , PA, 17601; Not Investment-Related; 07/07/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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