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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-02 |
| DE | RA | APPROVED | 2023-02-07 |
| PA | RA | APPROVED | 2020-06-26 |
Branch Locations
1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043 • United States
500 W Office Center Dr Ste 400, Fort Washington, PA 19034 • United States
Norristown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millersville University Of Pennsylvania | Millersville | PA | 09/2015 | 05/2017 |
| Millersville University Department Of Computer Science | Millersville | PA | 02/2016 | 05/2017 |
| Ameriprise Financial Services, Inc. | Plymouth Meeting | PA | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity ; compensation received from an advisor owned entity established to manage the practice. ; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Angel Foundation; Nonprofit organization based in Minneapolis that connects CFP professionals with families and individuals who recently received a cancer diagnosis or treatment requesting financial education and advice on a pro bono basis. ; 1155 Centre Pointe Dr, Ste 7, Mendota Heights, MN, 55120; Investment-Related; 02/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-07 |
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