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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2023-10-31 |
Branch Locations
760 Constitution Dr Ste 110, Exton, PA 19341 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Exton | PA | 01/2023 | Present |
| Transmedia Group | Boca Raton | FL | 06/2021 | 08/2021 |
| Liberty Union Bar And Grill | Chester Springs | PA | 02/2018 | 05/2019 |
| Pirates Den | Brigantine | NJ | 05/2017 | 08/2018 |
| Lynn University | Boca Raton | FL | 08/2021 | 12/2022 |
| Downingtown East High School | Exton | PA | 08/2015 | 05/2017 |
| Downingtown East High School | Exton | PA | 08/2018 | 06/2019 |
| Lynn Univeristy | Boca Raton | FL | 08/2019 | 05/2021 |
Outside Employment; CSWMG Inc.; Financial Advisor; Manage advisory business; 760 CONSTITUTION DR, STE 110, EXTON, PA, 19341; Investment-Related; 08/07/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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