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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Erie | PA | 08/2023 | 06/2024 |
| Pnc Bank | Erie | PA | 01/2016 | 03/2022 |
| Eriebank A Division Of Cnb Bank | Erie | PA | 03/2022 | 11/2025 |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | 11/2025 |
| Ameriprise Financial Services, Llc | Erie | PA | 11/2025 | Present |
Real Estate Ownership; Multi-Family; 1119 Brewster St, , erie, PA, 16503; Not Investment-Related; 11/17/2025 / Commercial; 1110 e 26th st, , erie, PA, 16504; Not Investment-Related; 11/17/2025. Business Ownership; Capital Men LLC; Co-owner; Retail; 1033 E 5TH ST, , Erie, PA, 16507; Not Investment-Related; 12/08/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CNB; various bank activities; Manage advisory business; 301 Pennsylvania Ave W, , Warren, PA, 16365; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-18 |
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