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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| PA | RA | APPROVED | 2018-04-06 |
Branch Locations
1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462-2481 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 01/2013 | 05/2017 |
| Wells Fargo Advisors | Sun City Center | FL | 05/2017 | 03/2018 |
| Ameriprise Financial Services, Inc. | Plymouth Meeting | PA | 04/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Outside Employment; KSP MLS LLC; Paraplanner - Paraplanner, Client Service; ; 1000 Germantown Pike Suite A-1, , Plymouth Meeting, PA, 19462; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-15 |
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