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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-10 |
| PA | RA | APPROVED | 2024-09-03 |
Branch Locations
67 Wilmington W Chester Pike, Chadds Ford, PA 19317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chadds Ford | PA | 04/2023 | Present |
| Cvs Pharmacy | West Grove | PA | 09/2016 | 04/2022 |
| Oxford Area School District | Oxford | PA | 09/2005 | 06/2018 |
| West Chester University | West Chester | PA | 09/2018 | 12/2022 |
| Orth Financial Group | Chadds Ford | PA | 04/2022 | Present |
Outside Employment; Kimberlee M. O. LLC; Support role for a registered financial advisor.; Ameriprise Financial Private Wealth Advisory Practice.; 67 Wilmington West Chester Pike, , Chadds Ford, PA, 19317; Investment-Related; 08/30/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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