Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-06
PA RA APPROVED 2022-12-15
  • TX RA
    APPROVED
    Since 2023-04-06
  • PA RA
    APPROVED
    Since 2022-12-15

Branch Locations

214 Senate Ave Ste 601, Camp Hill, PA 17011-2382 • United States

Greencastle, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Camp Hill PA 09/2022 Present
John Wayne Truck Wash & Chrome Shop Greencastle PA 01/2020 06/2022
Dv Energy New York NY 06/2019 08/2019
Faithful Steward Financial Services Chambersburg PA 06/2018 08/2018
John Wayne Truck Wash & Chrome Shop Greencastle PA 01/2010 12/2019
Block Advisors Harrisburg PA 08/2024 12/2025
Karen L Simons Cpa Mechanicsburg PA 01/2026 Present
  • 09/2022 → Present
    Camp Hill, PA
  • 01/2020 → 06/2022
    John Wayne Truck Wash & Chrome Shop
    Greencastle, PA
  • 06/2019 → 08/2019
    Dv Energy
    New York, NY
  • 06/2018 → 08/2018
    Faithful Steward Financial Services
    Chambersburg, PA
  • 01/2010 → 12/2019
    John Wayne Truck Wash & Chrome Shop
    Greencastle, PA
  • 08/2024 → 12/2025
    Block Advisors
    Harrisburg, PA
  • 01/2026 → Present
    Karen L Simons Cpa
    Mechanicsburg, PA
Other Businesses

Independent Insurance Brokering; Life Insurance Company of the Southwest (LSW); 06/23/2026; Fixed Annuity. Outside Employment; John Wayne Truck Wash & Chrome Shop; Inventory Management-- Ordering, stocking, and tracking inventory; Working occasionally during non-market hours as an Inventory Manager, ordering and tracking inventory and expenses; 10905 John Wayne Drive, , Greencastle, PA, 17225; Not Investment-Related; 01/01/2010; 1 to 9 hours per month; 0 during trading hours / KLS CPA LLC; Prepare and review individual and business tax returns with accuracy and efficiency. Conduct tax research and communicate findings clearly to non-accountants. Reconcile bank statements and general ledger accounts. Utilize professional-grade tax software and maintain organized workpapers using standardized abbreviations and symbols. Ensure compliance with firm standards and regulatory requirements.; Tax Preparation; 6 State Road, Suite 117, Mechanicsburg, PA, 17050; Not Investment-Related; 01/24/2026; 60 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2022-12-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Camp Hill, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor