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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-11 |
| PA | RA | APPROVED | 2021-12-01 |
Branch Locations
30A E Roseville Rd, Lancaster, PA 17601 • United States
Lititz, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc Fka Proequities Inc | Ephrata | PA | 07/2019 | 11/2021 |
| Jones Financial | Ephrata | PA | 01/2019 | 11/2021 |
| Pathway Financial Group | Ephrata | PA | 01/2019 | 01/2020 |
| Clarion University Of Pennsylvania | Clarion | PA | 08/2016 | 12/2018 |
| Clarion University Small Business Development Center | Clarion | PA | 08/2017 | 12/2018 |
| Ken Pollock Auto Group | Pittston | PA | 05/2018 | 08/2018 |
| Weatherwood Rehabilitation Center | Weatherly | PA | 06/2017 | 08/2017 |
| Nationwide Car Sales | Wilkes-Barre | PA | 04/2013 | 01/2017 |
| Proequities, Inc. | Denver | PA | 01/2019 | 07/2019 |
| Concourse Financial Group Securities Inc Fka Proequities Inc | Ephrata | PA | 06/2020 | 11/2021 |
| Ameriprise Financial Services Llc | Lancaster | PA | 12/2021 | Present |
| Ameriprise Financial Services Llc | Lancaster | PA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
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