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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-25 |
Branch Locations
19 Waterford Dr Ste A, Mechanicsburg, PA 17050-8266 • United States
400 3Rd Ave Ste 309, Kingston, PA 18704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Camp Hill | PA | 01/2019 | 03/2020 |
| Crowley Maritime | Jacksonville | FL | 01/2018 | 01/2019 |
| Leon's Transportation | Etters | PA | 07/2017 | 01/2018 |
| Mount Saint Mary's University | Emmitsburg | MD | 08/2012 | 11/2017 |
| Frederick County Public Schools | Frederick | MD | 08/2016 | 06/2017 |
| Ameriprise Financial Services, Llc | Camp Hill | PA | 03/2020 | Present |
Outside Employment; Stephenson Foundational Management, LLC; AFA; Manage advisory business; 3800 Market Street, Suite 202, Camp Hill, PA, 17011; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours / Wright Xpress LLC; Warehousing, clerical assistance, laborer.; Warehouse management, part time for a local logistics company assisting with loading and unloading of trucks as well as clerical support.; 7 Lewisberry Road, , New Cumberland, PA, 17070; Not Investment-Related; 11/01/2024; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-23 |
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