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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| PA | RA | APPROVED | 2020-03-03 |
Branch Locations
160 Hershey Rd, Elizabethtown, PA 17022 • United States
Manheim, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Elizabethtown | PA | 08/2018 | 03/2020 |
| Moser Roofing Solutions | Lancaster | PA | 10/2015 | 03/2017 |
| Cleanspec Mid-Atlantic | Lancaster | PA | 03/2017 | 08/2018 |
| Ameriprise Financial Services, Llc | Elizabethtown | PA | 03/2020 | Present |
Business Ownership; Pro Fan League LLC; Owner; Author/Speaking/Career Consulting/Selling of a proprietary board game of my own creation.; 209 East High Street, , Manheim, PA, 17545; Not Investment-Related; 08/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; LWAG LLC; Employee - I work as an associate financial advisor and coordinate investment research and tasks as assigned.; I am an Associate Financial Advisor at Liberty Wealth Advisory Group. LWAG LLC is the entity that our paychecks come through. My Field RP told me to submit it as an OBA.; 160 Hershey Road, , Elizabethtown , PA, 17022; Investment-Related; 08/13/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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