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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-05 |
| PA | RA | APPROVED | 2023-08-16 |
Branch Locations
1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462-2488 • United States
Flourtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kistler/Tiffany Co | Wayne | PA | 05/2004 | 08/2023 |
| Kistler-Tiffany Advisors | Berwyn | PA | 11/2007 | 08/2023 |
| Apw Capital, Inc. | Parsippany | NJ | 09/2014 | 08/2023 |
| Ameriprise Financial Services | Plymouth Meeting | PA | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Plymouth Meeting | PA | 08/2023 | Present |
Independent Insurance Brokering; NY Life; 04/15/2004; Fixed Annuity, Term Life, Long Term Care, Universal Life, Whole Life / Ameritas; 01/15/2013; Term Life, Universal Life, Disability Income / Protective; 05/17/2023; Term Life, Universal Life, Whole Life / Principal; 10/15/2019; Disability Income, Universal Life / Guardian; 04/15/2004; Disability Income / Guardian; 02/10/2005; Disability Income. Outside Employment; One Digital; share a commission with Bradley Daggett (not an Amp client) who is an employee of Digital One.; Benefits Brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Flynn & O'Harra Uniforms for Group Health Benefits, ie medical, dental, LTD & Voluntary Supplemental coverage.; 200 Galleria Pkwy SE Ste 1950, , Atlanta, GA, 30339; Not Investment-Related; 01/21/2000; 1 to 9 hours per month; 1 to 9 during trading hours / Griffiths Schreiber & Co.; Share a commission with Bruce Schreiber (not an AMP client) who is an employee of Griffiths Schreiber.; Benefits brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Lakash, Free Axez, CB Development, & Dan Schwartz LLC for group health benefits, ie medical, dental, LTD and group life insurance.; 2370 York Road- Suite D3, , Jamison, PA, 18929; Not Investment-Related; 05/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours / North American Benefits Co.; Share a commission with Bradley Daggett(not an AMP client) who is an outside agent North American Benefits.; Benefits brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Flynn & O'Hara Uniforms for group long term disability insurance.; 20 Valley Stream Parkway- Ste 310, , Malvern, PA, 19355; Not Investment-Related; 01/15/2009; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-29 |
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