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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| PA | RA | APPROVED | 2022-01-28 |
Branch Locations
6444 Lower York Road Us 202, New Hope, PA 18938 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | New Hope | PA | 01/2018 | 01/2022 |
| Bbd, Llp | Philadelphia | PA | 07/2019 | 11/2019 |
| Warminster Municipal Authority | Warminster | PA | 02/2015 | 06/2019 |
| Penn Wealth Accounting Group | New Hope | PA | 01/2018 | 01/2022 |
| Delaware Valley University | New Britain | PA | 01/2017 | 05/2019 |
| Delaware Valley University | New Britain | PA | 01/2016 | 05/2019 |
| Ameriprise Financial Services Llc | New Hope | PA | 01/2022 | Present |
Board of Directors; Warrington Township Volunteer Fire Company; Treasurer; 2310 Freedoms Way, , Warrington, PA, 18976; Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Penn Wealth Accounting Group; Tax Preparer - Prepare tax returns.; ; 6444 Lower York Road, , New Hope, PA, 18938; Not Investment-Related; 12/02/2019; 10 to 19 hours per month; 1 to 9 during trading hours / Penn Wealth Planning, LLC; Associate Financial Advisor; Manage advisory business; 6444 Lower York Rd, , New Hope, PA, 18938; Investment-Related; 12/02/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
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