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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-29 |
| NC | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED | 2023-01-10 |
| NJ | RA | APPROVED | 2022-10-12 |
Branch Locations
240 S Main St Ste 1207, Nazareth, PA 18064-2708 • United States
16 Leigh St Unit 1 B & 1C, Clinton, NJ 08809 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 02/2022 |
| Clemson University | Clemson | SC | 08/2017 | 05/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2020 | 07/2020 |
| Clemson University Academic Success Center | Clemson | SC | 08/2018 | 04/2020 |
| Ameriprise, Inc. | Clinton | NJ | 06/2019 | 07/2019 |
| Silver Oak Learning Center | Clinton | NJ | 05/2018 | 08/2018 |
| North Hunterdon High School | Annandale | NJ | 08/2013 | 06/2017 |
| Pediatric Dental Associates Of Clinton | Annandale | NJ | 08/2015 | 09/2016 |
| Ameriprise Financial Services, Llc | Clinton | NJ | 09/2022 | Present |
| Unemployed | Charlotte | NC | 02/2022 | 09/2022 |
Outside Employment; Gentlestone Holdings LLC; Paraplanner (Registered Team Member - Staff); Financial Advisory Business; 16 Leigh St, , Clinton, NJ, 08809; Investment-Related; 09/26/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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