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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED_RES | 2006-10-03 |
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
525 Route 73 N Ste 303, Marlton, NJ 08053 • United States
Beach Haven, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Medford | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Service, Llc | Marlton | NJ | 07/1992 | Present |
Independent Insurance Brokering; Blue Cross Blue Shield, Geo Blue; 10/25/2021; Health. Business Ownership; HWA Courtesy Limo, LLC; partner, manage limo use; Limo is owned by the LLC for liability purposes. This is not a business to make money.; 525 Rt 73, , Marlton, NJ, 08053; Not Investment-Related; 07/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours / H., H., & W, L.L.C.; Co-owner; employs staff for financial planning business; 525 Rt 73 Suite 303, , Marlton, NJ, 08053; Not Investment-Related; 08/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Boys and Girls Club of Camden County; Board of Trustees Member; 2 S. Dudley St, , Camden, NJ, 08105; Investment-Related; 07/01/2009; 1 to 9 hours per month; 1 to 9 during trading hours / Friends of the PA Delta SAE Fraternity; Treasurer; 35 Harper Ln, , North Wales, PA, 19454; Not Investment-Related; 06/23/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-05 |
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