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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-12 |
| PA | RA | APPROVED | 2026-01-20 |
Branch Locations
2315 N Susquehanna Trail Suite D, York, PA 17404-9602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2013 | 01/2026 |
| Ameriprise Financial Services Llc | York | PA | 01/2026 | Present |
Business Ownership; Fair Oaks Wealth Management, LLC; Owner; LLC, S corp; 2315 N Susquehanna Trail, Suite D, York, PA, 17404; Investment-Related; 02/02/2026; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; Fair Oaks Wealth Management, LLC; Owner; Manage advisory business; 2315 N Susquehanna Trail, Suite D, York, PA, 17404; Investment-Related; 02/03/2026; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
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