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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-25 |
Branch Locations
Glenmoore , PA • United States
1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462-2481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 12/2011 | 12/2023 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 01/2024 | Present |
Real Estate Ownership; Lot/Land; 2106 Sandpiper Road, , Corolla, NC, 27927; Not Investment-Related; 09/17/2004. Outside Employment; Ashford Wealth Advisors; Insurance specialist; Ashford Wealth Advisors - Ameriprise; 5 Germantown Pike, , Plymouth Meeting, PA, 19462; Investment-Related; 02/07/2024; 60 hours per month; 60 during trading hours / KSP MLS LLC; Insurance Specialist; TruSpire Wealth Advisors; 1000 Germantown Pike, Suite A1, Plymouth Meeting, PA, 19462; Investment-Related; 01/24/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-18 |
| S66 | Uniform Combined State Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-12 |
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