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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-28 |
Branch Locations
6444 Lower York Road Us 202, New Hope, PA 18938 • United States
Richboro, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philadelphia Controller's Office | Philadelphia | PA | 09/2012 | 09/2016 |
| Penn Wealth Planning | New Hope | PA | 09/2016 | 01/2022 |
| Lpl Financial, Llc | New Hope | PA | 06/2017 | 01/2022 |
| Ameriprise Financial Services Llc | New Hope | PA | 01/2022 | Present |
Business Ownership; Penn Wealth Acounting Group; Business owner. Prepare & review tax returns; Tax Preparation; 6444 Lower York Rd, , New Hope, PA, 18938; Not Investment-Related; 01/28/2022; 20 to 39 hours per month; 10 to 19 during trading hours. Outside Employment; Penn Wealth Accounting Group; Partner - Business owner. Prepare & review tax returns; ; 6444 Lower York Road, , New Hope, PA, 18938; Not Investment-Related; 01/28/2022; 20 to 39 hours per month; 10 to 19 during trading hours / Penn Wealth Planning LLC; Advisor. Oversee investment portfolios and provide financial advice to individuals and businesses; Manage advisory business; 6444 lower york rd, , new hope, PA, 18938; Investment-Related; 01/20/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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