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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-21
  • PA RA
    APPROVED
    Since 2025-01-21

Branch Locations

Mechanicsburg, PA • United States

19 Waterford Dr Ste A, Mechanicsburg, PA 17050-8266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Camp Hill PA 09/2024 Present
Orrstown Bank Harrisburg PA 06/2022 07/2024
Pennsylvania State University State College PA 08/2018 06/2022
Select Medical Camp Hill PA 05/2021 08/2021
Cedar Cliff High School Camp Hill PA 08/2014 06/2018
  • 09/2024 → Present
    Camp Hill, PA
  • 06/2022 → 07/2024
    Orrstown Bank
    Harrisburg, PA
  • 08/2018 → 06/2022
    Pennsylvania State University
    State College, PA
  • 05/2021 → 08/2021
    Select Medical
    Camp Hill, PA
  • 08/2014 → 06/2018
    Cedar Cliff High School
    Camp Hill, PA
Other Businesses

Outside Employment; Stephenson Foundational Management, LLC; AFA; Manage advisory business; 19 Waterford Drive, Suite A, Mechanicsburg, PA, 17055; Investment-Related; 05/09/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-18
  • S66 Uniform Combined State Law Examination
    2025-01-18

View on SEC IAPD

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