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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-18 |
| NY | RA | APPROVED | 2025-11-17 |
Branch Locations
12 Chambers St, Bradford, PA 16701-2043 • United States
535 Washington St Floor 8Th, Buffalo, NY 14203-1427 • United States
2035 Edinboro Rd, Erie, PA 16509-3452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Meadville | PA | 03/2004 | 09/2017 |
| Northwest Bank (Formerly: Northwest Savings Bank) | Meadville | PA | 01/2011 | 11/2025 |
| Cetera Investment Services Llc | St.CLoud | MN | 12/2013 | 10/2017 |
| Lpl Financial Llc | Meadville | PA | 10/2017 | 09/2024 |
| Northwest Advisors, Inc. | Meadville | PA | 10/2011 | 12/2018 |
| Osaic Wealth, Inc | Erie | PA | 10/2024 | 11/2025 |
| Ameriprise Financial Services, Llc | Erie | PA | 11/2025 | Present |
Real Estate Ownership; Single Family; 810 Williamson Road, , Meadville, PA, 16335; Not Investment-Related; 10/01/2021. Outside Employment; CNB Bank; Financial Advisor/Relationship Manager; Manage advisory business; 2035 Edinboro Road, , Erie, PA, 16509; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours. Other Business Activities; 1865 Wealth Advisors Trust Admin Committee; As part of the committee, we approve new accounts, distributions and other requests for business on the SEI Trust Platform of CNB Bank.; 1 South Second Street, , Clearfield, PA, 16830; Not Investment-Related; 05/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-29 |
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