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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| PA | RA | APPROVED | 2022-06-01 |
Branch Locations
50 Davis St, Bradford, PA 16701 • United States
Bradford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank | Bradford | PA | 05/2020 | 12/2021 |
| Byllye Lanes | Bradford | PA | 01/2016 | 09/2020 |
| Slippery Rock University | Slippery Rock | PA | 09/2017 | 05/2020 |
| Allegheny Bradford Corporation | Lewis Run | PA | 06/2017 | 08/2018 |
| Slippery Rock University | Slippery Rock | PA | 01/2018 | 05/2018 |
| Bradford Area School District | Bradford | PA | 09/2006 | 06/2017 |
| Northwest Bank | Bradford | PA | 05/2019 | 01/2020 |
| Lpl Financial Llc | Bradford | PA | 09/2020 | 12/2021 |
| Ameriprise Financial Services, Llc | Bradford | PA | 01/2022 | Present |
Business Ownership; LSKK 814 LLC; coowner; Financial Services; 1003 Elmhurst RD, , Pittsburgh, PA, 15215; Investment-Related; 01/30/2023; 60 hours per month; 60 during trading hours. Board of Directors; Bradford Area School District Athletic Commitee; Committee Member; 150 Lorona Ave, , Bradford, PA, 16701; Not Investment-Related; 11/16/2023; 1 to 9 hours per month; 1 to 9 during trading hours / McKean County Community Foundation; Board Member; PO Box 708, , Bradford, PA, 16701; Not Investment-Related; 08/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Beacon Light Adult Residential Services; Board Member; 47 Beacon Light Way, , Bradford, PA, 16701; Not Investment-Related; 07/31/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Advisors Service Corporation; I am an employee. I get paid a W2 salary from Advisor Service Corp.; Manage advisory business; 50 Davis St, , Bradford, PA, 16701; Investment-Related; 01/17/2022; 60 hours per month; 60 during trading hours / LSKK 814 LLC; Co-owner; Manage advisory business; 1003 Elmhurst Rd, , Pittsburgh, PA, 15215; Investment-Related; 01/30/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Peyton Kirk Memorial Scholarship; Scholarship that is housed with a separate entity that conducts all of the finances. I just pick the winners of the scholarship and the fundraising. It is held at the McKean County Community Foundation.; PO Box 708, , Bradford, PA, 16701; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-17 |
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