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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-08 |
| NJ | RA | APPROVED | 2009-05-01 |
Branch Locations
525 Route 73 N Ste 303, Marlton, NJ 08053 • United States
Medford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Medford | NJ | 05/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | Present |
Independent Insurance Brokering; Cigna; 05/01/2017; / United Healthcare; 01/17/2013; Health. Business Ownership; KDS Endeavors, Inc; Owner; Provides support for my Ameriprise Financial practice.; 69 N Lakeside Dr W, , Medford, NJ, 8055; Investment-Related; 05/29/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Peggy Spiegler Melanoma Research Foundation; Board Member; 410 Gatewood Rd, , Cherry Hill, NJ, 8003; Not Investment-Related; 02/01/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; KDS Endeavors Inc; Owner - Owner; ; 69 N Lakeside Dr W, , Medford, NJ, 8055; Investment-Related; 05/29/2019; 1 to 9 hours per month; 0 during trading hours / Warner Enterprises; Associate Financial Advisor - Financial advising; ; 525 Rt 73 N, Suite 303, , Medford, NJ, 8053; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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