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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-01 |
Branch Locations
176 Enclave Dr, New Castle, PA 16105 • United States
5500 Corporate Dr Ste 215, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | New Castle | PA | 01/2021 | Present |
| Preston Auto Group | New Castle | PA | 06/2017 | 08/2017 |
| Preston Auto Group | New Castle | PA | 05/2018 | 08/2018 |
| Preston Auto Group | New Castle | PA | 05/2019 | 08/2019 |
| Ameriprise Financial Services, Llc | New Castle | PA | 05/2020 | 08/2020 |
| Robert Morris University | Moon Township | PA | 08/2017 | 04/2018 |
| Robert Morris University | Moon Township | PA | 08/2018 | 05/2019 |
| Robert Morris University | Moon Township | PA | 08/2019 | 05/2020 |
| Robert Morris University | Moon Township | PA | 08/2020 | 12/2020 |
| Shenango High School | New Castle | PA | 01/2011 | 06/2017 |
Outside Employment; Matter of Tax; I am an employee of Matter of Tax during tax season; Tax Preparation; 5500 Corporate Drive, Suite 216, Pittsburgh, PA, 15237; Not Investment-Related; 02/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours / Advisors Service Corporation; I am an employee. My paychecks are from Advisors Service Corp; Manage advisory business; 5500 Corporate Drive Suite 216 Pittsburgh pa 15237, Suite 215, Pittsburgh, PA, 15237; Investment-Related; 03/14/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
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