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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-07 |
Branch Locations
500 W Office Center Dr Ste 400, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 05/2022 | Present |
| The Ups Store | Langhorne | PA | 06/2019 | 10/2021 |
| Penn State University | Abington | PA | 08/2020 | 12/2022 |
| Montgomery County Community College | Blue Bell | PA | 08/2013 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
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