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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-07 |
Branch Locations
Hidden Valley, PA • United States
160 Jari Dr Ste 115, Johnstown, PA 15904 • United States
232 W Otterman St, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Johnstown | PA | 10/2023 | 11/2024 |
| New York Life | Pittsburgh | PA | 08/2022 | 10/2023 |
| Hidden Valley Resort | Hidden Valley | PA | 11/2017 | 03/2022 |
| Hidden Valley Foundation | Hidden Valley | PA | 07/2017 | 09/2022 |
| Hidden Valley Resort | Hidden Valley | PA | 10/2022 | 03/2023 |
| Hidden Valley Founation | Hidden Valley | PA | 05/2023 | 09/2023 |
| Robert Morris University | Moon Township | PA | 08/2019 | 05/2023 |
| Somerset Area Jr./Sr. Highschool | Somerset | PA | 08/2013 | 07/2019 |
| The Prudential Insurance Company Of America | Johnstown | PA | 04/2024 | 02/2025 |
| Lpl Enterprise, Llc | Johnstown | PA | 11/2024 | 02/2025 |
| Ameriprise Financial Services Llc | Greensburg | PA | 02/2025 | Present |
Board of Directors; BNI Westmoreland Go-Givers Board of Officers; Treasurer/Secretary; 3430 Toringdon Way, Suite 200, Charlotte, NC, 28277; Not Investment-Related; 03/24/2026; 1 to 9 hours per month; 1 to 9 during trading hours / YMCA of Greensburg Board of Directors; Vice Chair; 101 S Maple Ave, , Greensburg, PA, 15601; Not Investment-Related; 08/31/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
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