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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-02-11
  • PA RA
    APPROVED
    Since 2022-02-11

Branch Locations

652 W 6Th St, Erie, PA 16507-1173 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2020 → Present
    Erie, PA
  • 06/2015 → 06/2017
    Virginia Polytechnic State And University
    Blacksburg, VA
  • 06/2017 → 04/2018
    Grenz & Sons Consturuction
    Corry, PA
  • 04/2018 → 06/2020
    Gannon University
    Erie, PA
  • 02/2022 → Present
    Kingdom Tax Services
    Erie, PA
  • 11/2023 → Present
    Pennsylvania State University - Behrend Campus
    Erie, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04

View on SEC IAPD

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