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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Erie | PA | 04/2018 | 09/2020 |
| Key Investment Services | Cleveland | OH | 03/2019 | 09/2020 |
| State Farm | Erie | PA | 01/2018 | 04/2018 |
| American Income Life | Erie | PA | 09/2017 | 12/2017 |
| Northwestern Mutual | Pittsburgh | PA | 05/2017 | 08/2017 |
| Mercyhurst University | Erie | PA | 08/2012 | 12/2016 |
| Bravo Contracting | Pittsburgh | PA | 01/2017 | 05/2017 |
| Gannon University | Erie | PA | 08/2017 | 05/2020 |
| Keybank | Erie | PA | 09/2020 | 12/2020 |
| Key Investment Services | Cleveland | OH | 09/2020 | 12/2020 |
| Key Investment Services | Cleveland | OH | 12/2020 | 09/2022 |
| Keybank | Erie | PA | 12/2020 | 09/2022 |
| Key Investment Services Llc | Brooklyn | OH | 09/2022 | 10/2024 |
| Ameriprise Financial Services, Llc | Wexford | PA | 10/2024 | Present |
Outside Employment; S&T Bank; financial advisor; Retail; 12550 Perry Hwy , , Wexford, PA, 15090; Investment-Related; 10/21/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-14 |
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