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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-22 |
| PA | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | York | PA | 06/2022 | Present |
| Lewis University | Romeoville | IL | 08/2018 | Present |
| Northeastern School District | Manchester | PA | 10/2016 | 08/2018 |
| Red Lion School District | Red Lion | PA | 06/2012 | 10/2016 |
Outside Employment; LPPO, LLC; Financial Adviser/ Investment Manager; Legal Entity Under 12.2 for practice management; 3995 East Market Street, , York, PA, 17402; Investment-Related; 01/04/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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