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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-06 |
| PA | RA | APPROVED | 2022-12-15 |
Branch Locations
214 Senate Ave Ste 601, Camp Hill, PA 17011-2382 • United States
Greencastle, 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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
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