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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
200 Broadhollow Rd Ste 302, Melville, NY 11747 • United States
Huntington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | 04/2024 |
| Merion Mercy Academy | Merion Station | PA | 06/2013 | 08/2017 |
| Aldan Swim Club | Aldan | PA | 05/2015 | 06/2019 |
| All About Events | Philadelphia | PA | 06/2019 | 09/2021 |
| Self-Employed | Collingdale | PA | 08/2019 | 07/2021 |
| Self-Employed | Collingdale | PA | 07/2020 | 08/2020 |
| University Of Scranton | Scranton | PA | 08/2017 | 05/2021 |
| Ciee Seville University | Seville | 05/2019 | 06/2019 | |
| Ameriprise Financial Services, Llc | Melville | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-25 |
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