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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED | 2024-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serratelli Financial Group | Bethlehem | PA | 09/2016 | 09/2024 |
| Dfpg Investments, Inc. | Sandy | UT | 09/2018 | 09/2024 |
| Ameriprise Financial Services Llc | Bethlehem | PA | 09/2024 | Present |
Outside Employment; Serratelli Financial Group LLC; Other-Employee; Manage advisory business; 12 E. Market St., , Bethlehem, PA, 18018; Investment-Related; 08/01/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
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