Karen Machin

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-28
PA	RA	APPROVED	2023-09-07

TX RA
APPROVED

Since 2023-09-28
PA RA
APPROVED

Since 2023-09-07

Branch Locations

Philadelphia, PA • United States

104 Corporate Dr E, Langhorne, PA 19047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial	Philadelphia	PA	08/2018	08/2023
Kpmg, Llp	Philadelphia	PA	10/2016	07/2018
T-Mobile	Philadelphia	PA	06/2015	10/2016
Ameriprise Financial Services, Llc	Conshohocken	PA	09/2023	Present

08/2018 → 08/2023

Ameriprise Financial

Philadelphia, PA
10/2016 → 07/2018

Kpmg, Llp

Philadelphia, PA
06/2015 → 10/2016

T-Mobile

Philadelphia, PA
09/2023 → Present

Ameriprise Financial Services, Llc

Conshohocken, PA

Previous Registrations

2020-09-08 → 2023-08-22

Ameriprise Financial Services, Llc

Philadelphia, PA

Other Businesses

Board of Directors; Philly Phinancial Literacy Week; Planning Committee Member; 902 Valley Rd Apt 13D, , Elkins Park, PA, 19027; Not Investment-Related; 10/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours / BNI Membership Committee; Membership Committee; 3430 Toringdon Way, Suite 300, , Charlotte, NC, 28277; Not Investment-Related; 02/19/2026; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; RXG MANAGEMENT LLC; Staff/employee; Manage advisory business; 104 Corporate Dr E, , Langhorne, PA, 19047; Investment-Related; 09/05/2023; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-15

S66 Uniform Combined State Law Examination

2020-08-15

View on SEC IAPD