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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-27 |
| NC | RA | APPROVED | 2019-09-19 |
| PA | RA | APPROVED | 2010-04-16 |
Branch Locations
125 N Franklin St, Titusville, PA 16354-1760 • United States
808 S Michael St, St Marys, PA 15857-2132 • United States
Pleasantville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Erie | PA | 04/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Titusville | PA | 03/2020 | Present |
| Guiding Hands | Titusville | PA | 01/2025 | 03/2026 |
Real Estate Ownership; Trailer; 45587 Van Camp Lane, , Titusville, PA, 16354; Not Investment-Related; 02/15/2025 / Single Family; 381 Dunham Rd, , Pleasantville , PA, 16341; Not Investment-Related; 02/15/2025. Outside Employment; Sarah C. Irwin; Notary Public; Notary Public--clients ask me to notarize things other than Ameriprise business from time to time. (I have had to decline & wish not to); 125 N. Franklin St. Titusville PA 16354, ,; Not Investment-Related; 05/02/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Bannon and Associates; Financial Advisor; Manage advisory business; 125 N Franklin St, , Titusville PA, PA, 16354; Investment-Related; 08/11/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-23 |
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