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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-05-17
GA RA APPROVED 2022-05-10
TX RA APPROVED_RES 2008-09-19
PA RA APPROVED 2003-09-30
  • IL RA
    APPROVED
    Since 2022-05-17
  • GA RA
    APPROVED
    Since 2022-05-10
  • TX RA
    APPROVED_RES
    Since 2008-09-19
  • PA RA
    APPROVED
    Since 2003-09-30

Branch Locations

3995 E Market St, York, PA 17402 • United States

30A E Roseville Rd, Lancaster, PA 17601 • United States

Mount Wolf, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. York PA 09/2005 03/2020
Ameriprise Financial Services, Llc York PA 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 3995 East Market Street, , York, PA, 17402; Investment-Related; 10/11/2019. Business Ownership; WGWR; ; Pass thru entity used to pay bills, staff, benefits for formal team practice; 2550 Kingston Road, Suite 307York, PA 17402, ,; ; ; 0 hours per month; / 1501/1501A Quentin Road, LLC; Investor; Commercial Real Estate Investment; 3528 Concord Road, , York, PA, 17402; Investment-Related; 01/12/2021; 0 hours per month; 0 during trading hours / MJ Wilson LLC; Chief Investment Officer; LLC is established to receive compensation from LPPO LLC for services rendered as Chief Investment Officer; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 01/04/2021; 1 to 9 hours per month; 0 during trading hours / MTDN12 LLC; Chief Operating Officer; Provide services to BFMK LLC as Chief Operating Officer; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours / PPNO Real Estate Services LLC; Passive Investor; Investor in Real Estate Services; 3995 East Market Street, , York, PA, 17402; Investment-Related; 12/03/2020; 1 to 9 hours per month; 0 during trading hours / LPPO, LLC; Leadership Services; following 12.2 establishing a legal entity; 3995 East Market Street, , York, PA, 17402; Not Investment-Related; 01/04/2016; 60 hours per month; 10 to 19 during trading hours / MJW Real Estate Holdings LLC; Investor; Passive Real Estate Investment; 3995 East Market Street, , York, PA, 17402; Investment-Related; 04/25/2022; 0 hours per month; 0 during trading hours / MKFB LLC; Provide Operating Services; Ameriprise approved Operating Company for non-security purposes.; 3995 East Market Street Suite 200, , York, PA, 17402; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours / PJMJ LLC; None; Tax Preparation; 3995 East Market Street Suite 200, , York, PA, 17402; Not Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours / 190/194 Memory Lane LLC; Investor; Commercial Real Estate Investment; 190-194 Memory Lane, , York, PA, 17402; Investment-Related; 10/01/2020; 0 hours per month; 0 during trading hours / WHW Aviation Holdings, LLC; Co-owner; Aviation: This will be in a private charter and Organ Transplant Jet Services Company.; 3995 East Market Street, Suite 200, York, PA, 17402; Not Investment-Related; 06/15/2023; 1 to 9 hours per month; 0 during trading hours / SEAM LLC; Co-owner; Provide SME work for ownership in the individual entity; 3995 East Market Street, Suite 200, York, PA, 17402; Not Investment-Related; 12/10/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; York County Community Foundation; Investment Committee Member; 14 West Market Street, , York, PA, 17401; Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MJ Wilson LLC; Owner - Chief Investment Officer; ; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 01/04/2021; 1 to 9 hours per month; 0 during trading hours / MTDN12 LLC; Owner/COO - Provide services to BFMK LLC as Chief Operating Officer; ; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-26
S63 Uniform Securities Agent State Law Examination 1995-11-24
  • S65 Uniform Investment Adviser Law Examination
    2003-09-26
  • S63 Uniform Securities Agent State Law Examination
    1995-11-24
Other Names
  • Matthew Wilson
  • Matthew J Wilson

View on SEC IAPD

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