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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-22 |
| PA | RA | APPROVED | 2021-08-09 |
Branch Locations
777 Third Avenue 20Th Floor, New York, NY 10017-1401 • United States
521 Hyde Park, Doylestown, PA 18902-6606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Doylestown | PA | 04/2020 | Present |
| Vizi | Warminster | PA | 05/2018 | 01/2020 |
| Muhlenberg College | Allentown | PA | 08/2016 | 05/2020 |
Board of Directors; Friends of CB West Wrestling; Member; 64 Park Rd, , Ottsville, PA, 18942; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Central Bucks School District; Part-time employee for the school district serving in a coaching role; I will coaching wrestling starting in November for Central Bucks West; 20 Welden Drive, , Doylestown, PA, 18901; Not Investment-Related; 11/17/2023; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
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