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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2024-03-15 |
Branch Locations
161 Washington St Ste 1300, Conshohocken, PA 19428-2055 • United States
Rehoboth Beach, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | 03/2024 |
| Ameriprise Financial Services, Llc | Conshohocken | PA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-19 |
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