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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-27 |
Branch Locations
102 Heritage Valley Dr, Sewell, NJ 08080-1764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Sewell | NJ | 03/2018 | 03/2026 |
| Edward Jones | Sewell | NJ | 12/2016 | 03/2018 |
| Not Employed/Disabled | Sewell | NJ | 09/2015 | 12/2016 |
| Mlm Realty | Bear | DE | 06/2015 | 05/2017 |
| Ameriprise Financial Services Llc | Washington Township | NJ | 03/2026 | Present |
Independent Insurance Brokering; National Life of Vermont; 10/01/2019; Term Life, Universal Life / Brighthouse; 10/01/2019; Long Term Care. Business Ownership; Maxwell Forsman Investment Services Inc; Co-owner; Practice management and running practice; 102 Heritage Valley Dr, , Sewell, NJ, 08080; Investment-Related; 01/25/2018; 60 hours per month; 60 during trading hours. Board of Directors; International Society for Mannosidosis and Related Diseases; Treasurer; 1302 Lincoln Ave Ste 205, , San Jose, CA, 95125; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Real Estate License; Yes. Outside Employment; Maxwell Forsman Investment Services Inc; Financial Advisor; Outside employment; 102 Heritage Valley Dr, , Sewell, NJ, 08080; Investment-Related; 03/27/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Notary; notarizing documents; 102 Heritage Valley Dr, , Sewell, NJ, 08080; Not Investment-Related; 01/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-11 |
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