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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| NJ | RA | APPROVED | 2023-10-10 |
Branch Locations
2021 New Rd 12 Linwood Professional Plaza, Linwood, NJ 08221-1045 • United States
Williamstown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 04/2019 |
| Unemployed | Sicklerville | NJ | 03/2018 | 08/2018 |
| United States Air Force | Randolph Air Force Base | TX | 12/2006 | 03/2018 |
| Cuna Brokerage Services, Inc | Waverly | IA | 10/2019 | 12/2022 |
| Sun Fcu | Philadelphia | PA | 10/2019 | 12/2022 |
| Unemployed | Sicklerille | NJ | 04/2019 | 10/2019 |
| Lpl Financial Llc | Philadelphia | PA | 05/2022 | 12/2022 |
| Td Bank N.A. | Cherry Hill | NJ | 12/2022 | 09/2023 |
| Td Private Client Wealth Llc | Cherry Hill | NJ | 12/2022 | 09/2023 |
| Ameriprise Financial Services, Llc | Linwood | NJ | 10/2023 | Present |
Real Estate Ownership; Single Family; 11 Del Sol Place, , Sicklerville, NJ, 08081; Not Investment-Related; 04/01/2026. Business Ownership; RealFinX LLC; Owner; Intended for future use as a holding company.; 11 Del Sol Pl, , Sicklerville, NJ, 08081; Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-04 |
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