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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-08 |
| DE | RA | APPROVED | 2019-01-30 |
| PA | RA | APPROVED | 2019-01-30 |
Branch Locations
1 Righter Pkwy Ste 250, Wilmington, DE 19803-1534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 04/2009 | 06/2018 |
| Ameriprise Financial Services, Inc | Wilmington | DE | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 03/2020 | Present |
Real Estate Ownership; Single Family; 3066 Griffith RoadEagleville, PA 19403, ,; Investment-Related; 07/24/2018 / Single Family; 125 w 5th street, , bridgeport, PA, 19405; Investment-Related; 07/07/2023. Board of Directors; Contact Life Line; Board Member; PO BOX 9525, , Wilmington, DE, 19809; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours / Arthritis foundation; Board Member; 1355 Peachtree Street NE, Suite 600, Atlanta, GA, 30309; Not Investment-Related; 02/21/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-23 |
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