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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Elizabethtown | PA | 10/2021 | Present |
| Landis Financial Advisors, Inc. | Lancaster | PA | 05/2021 | 08/2021 |
| Chambersburg Area Senior High School | Chambersburg | PA | 08/2013 | 05/2017 |
| Liberty University | Lynchburg | VA | 08/2017 | 05/2021 |
| Chambersburg Recreation Department | Chambersburg | PA | 05/2016 | 07/2019 |
| Massmutual | Lynchburg | VA | 09/2020 | 11/2020 |
| Rotz & Stonesifer Financial Services, Llc | Chambersburg | PA | 05/2020 | 07/2020 |
Outside Employment; LWAG LLC; Employee - I work as an associate financial advisor and coordinate investment research and tasks as assigned.; Manage advisory business; 160 Hershey Road, , Elizabethtown, PA, 17022; Investment-Related; 10/11/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Park Savers; SEEKING PRE-APPROVAL. I HAVE NOT STARTED ANYTHING. If anyone would like me to, I would be tasked with planning someone's vacation to various Disney attractions, Universal Studios, etc. This is a remote job with no quotas. So I make my own schedule. And work as little as I choose.; 929 W. Sunset Blvd. Suite 21-292, , Saint George, UT, 84770; Not Investment-Related; 02/02/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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