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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 | 2017-02-02 |
Branch Locations
1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462-2481 • United States
Coatesville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerprise Financial Services Inc | Plymouth Meeting | PA | 01/2017 | 01/2017 |
| Huntington Learning Center | Exton | PA | 06/2016 | 01/2017 |
| Self | Coatesville | PA | 11/2007 | 01/2017 |
| Ameriprise Financial Service, Llc | Coatesville | PA | 01/2017 | Present |
Outside Employment; KSP MLS LLC; Paraplanner - Paraplanner; ; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-16 |
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