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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | York | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | York | PA | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-24 |
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