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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-29
  • PA RA
    APPROVED
    Since 2026-04-29

Branch Locations

1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047-1085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Philadelphia PA 07/2020 03/2023
Full-Time Student At Cornell Johnson Graduate School Of Business Ithaca NY 04/2019 07/2020
Jpmorgan Chase & Co. New York NY 07/2017 04/2019
Jpmorgan Chase & Co. New York NY 07/2016 07/2017
Citizens Securities, Inc. Newton PA 05/2023 12/2024
Clarfeld Tarrytown NY 05/2023 12/2024
Sabbatical Bristol PA 03/2023 05/2023
Charles Schwab & Co., Inc. Wayne PA 01/2025 04/2026
Charles Schwab Bank, Ssb Wayne PA 01/2025 04/2026
Ameriprise Financial Services, Llc Langhorne PA 04/2026 Present
  • 07/2020 → 03/2023
    Goldman Sachs
    Philadelphia, PA
  • 04/2019 → 07/2020
    Full-Time Student At Cornell Johnson Graduate School Of Business
    Ithaca, NY
  • 07/2017 → 04/2019
    Jpmorgan Chase & Co.
    New York, NY
  • 07/2016 → 07/2017
    Jpmorgan Chase & Co.
    New York, NY
  • 05/2023 → 12/2024
    Newton, PA
  • 05/2023 → 12/2024
    Clarfeld
    Tarrytown, NY
  • 03/2023 → 05/2023
    Sabbatical
    Bristol, PA
  • 01/2025 → 04/2026
    Wayne, PA
  • 01/2025 → 04/2026
    Charles Schwab Bank, Ssb
    Wayne, PA
  • 04/2026 → Present
    Langhorne, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-28
  • S63 Uniform Securities Agent State Law Examination
    2020-09-28
Designations
Other Names
  • Shane Ryan Mcmahon
  • Shane Mcmahon

View on SEC IAPD

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