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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-25 |
| TX | RA | APPROVED_RES | 2019-12-23 |
| PA | RA | APPROVED | 2009-10-05 |
Branch Locations
161 Washington St Ste 1300, Conshohocken, PA 19428-2055 • United States
40291 Stagecoach Road, Oakhurst, CA 93644 • United States
Harleysville, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Blue Bell | PA | 03/2020 | Present |
Business Ownership; Arch Group; llc established to manage my Financial advisory practice; Consulting; 790 Pennlyn bluebellpike, suite 300, , bluebell, PA, 19422; Not Investment-Related; 02/10/2020; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Arch Group; Consultant - To assist Next level Financial Advisors improve their productivity.; ; 790 Penllyn blue bell pike, , Blue Bell, PA, 19422; Not Investment-Related; 03/09/2020; 10 to 19 hours per month; 10 to 19 during trading hours / Double K group , llc; Consultant - AS a consultant to assist Next level financial advisors to improve their productivty; ; 790 Penllyn blue bell pike, , Blue Bell, PA 19422, PA, 19422; Not Investment-Related; 04/15/2020; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-13 |
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