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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED | 2021-03-26 |
Branch Locations
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 • United States
Fort Washington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 08/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 03/2021 |
| Ameriprise Financial Services Llc | Blue Bell | PA | 03/2021 | Present |
Real Estate Ownership; Single Family; 23213 Surf Side Drive, , Waves, NC, 27982; Not Investment-Related; 03/22/2021. Board of Directors; Knights of Columbus, Santa Maria Council; Treasurer; P.O. Box 124, , Flourtown, PA, 19031-0124; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-31 |
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