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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
Chester Springs, PA • United States
1105 Shrivers Corner Rd, Gettysburg, PA 17325 • United States
760 Constitution Dr Ste 110, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 09/2024 | 10/2025 |
| Hsc Builders | Philiadelphia | PA | 06/2021 | 08/2021 |
| Philadelphia Freedom | Downingtown | PA | 06/2020 | 09/2024 |
| Ihop | Exton | PA | 06/2015 | 06/2018 |
| Unemployed Student | Downingtown | PA | 06/2018 | 06/2020 |
| Ameriprise Financial Services, Llc | Exton | PA | 10/2025 | Present |
Business Ownership; ByteBuiltMedia, LLC; Co-owner; Consulting; 5 Margaret Drive, , CHESTER SPRINGS, PA, 19425; Not Investment-Related; 12/08/2025; 40 to 59 hours per month; 1 to 9 during trading hours. Outside Employment; CSWMG, Inc.; Advisor; Manage advisory business; 760 Constitution Drive, Suite 110, Exton, PA, 19341; Investment-Related; 10/13/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-21 |
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