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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-12-15 |
Branch Locations
19 Waterford Dr Ste A, Mechanicsburg, PA 17050-8266 • United States
400 3Rd Ave Ste 309, Kingston, PA 18704 • United States
Camp Hill, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Camp Hill | PA | 10/2021 | Present |
| Kennedy, Pc Law Offices | Harrisburg | PA | 09/2006 | 12/2025 |
Business Ownership; Glatfelter Law Firm, PLLC; Owner; Estate law; 19 Waterford Drive, , Mechanicsburg, PA, 17050; Not Investment-Related; 02/14/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Stephenson Foundational Management, LLC; AFA; Manage advisory business; 19 Waterford Drive, , Mechanicsburg, PA, 17050; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-14 |
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