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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Erie | PA | 06/2020 | Present |
| Virginia Polytechnic State And University | Blacksburg | VA | 06/2015 | 06/2017 |
| Grenz & Sons Consturuction | Corry | PA | 06/2017 | 04/2018 |
| Gannon University | Erie | PA | 04/2018 | 06/2020 |
| Kingdom Tax Services | Erie | PA | 02/2022 | Present |
| Pennsylvania State University - Behrend Campus | Erie | PA | 11/2023 | Present |
Outside Employment; Kingdom Tax Services; Tax Preparer - Interview tax clients and intake their data. Input data into the tax preparation software. Deliver the tax return once it has been reviewed and is ready to be delivered. I was also told to note that this is a seasonal OBA and I am only working for this company during the official tax season from when it opens in February until it closes in April or if it gets extended.; ; 652 W 6th St, , Erie, PA, 16507; Investment-Related; 02/20/2023; 10 to 19 hours per month; 10 to 19 during trading hours / Kingdom Financial Foundation; Presenter - Travel to churches in the local area and give seminars about stewardship and God's blessings; ; 4028 Magnolia Blossom Dr, , Erie, PA, 16510; Not Investment-Related; 12/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Kingdom Advisory Services; I am an associate Financial Advisor. I help the lead advisor maintain a book of business as well as grow and service my own book of business.; Manage advisory business; 652 W 6th St, , Erie, PA, 16507; Investment-Related; 02/22/2022; 60 hours per month; 60 during trading hours / Penn State Behrend Swimming and Diving; I will be a swimming coach. I will be helping to write, administer, and instruct practices as well as travel to meets with the team.; It is a coaching position. I will be helping to write, administer, and instruct practices as well as travel to meets with the team.; 5103 Station Rd, , Harborcreek, PA, 16563; Not Investment-Related; 09/23/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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