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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-21 |
Branch Locations
Lawrence Twp, NJ • United States
1200 Lenox Dr Ste 201, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc | Princeton | NJ | 07/2014 | 06/2023 |
| Ameriprise Financial Services, Llc | Lawrenceville | NJ | 06/2023 | Present |
Outside Employment; Yoga4Sobriety; I will be spending an hour per month researching potential venues for annual yoga retreats. There may be 2 retreats per year.; This is a Yoga Place. They teach yoga classes.; 103 Orchard Ave, , Hightstown, NJ, 08520; Not Investment-Related; 10/11/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-20 |
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