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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-07-01
PA RA APPROVED 2025-07-01
  • DE RA
    APPROVED
    Since 2025-07-01
  • PA RA
    APPROVED
    Since 2025-07-01

Branch Locations

Springfield, PA • United States

200 Continental Dr Ste 200, Newark, DE 19713-4303 • 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
Global Atlantic Distributors, Llc Berwyn PA 07/2023 10/2024
Global Atlantic Financial Group Berwyn PA 07/2023 10/2024
Catholic University Washington DC 08/2015 06/2018
Sports Info Solutions Coplay PA 08/2018 01/2019
Atlantic City Blackjacks Arena Football Team Atlantic City NJ 02/2019 08/2019
Lehigh University Bethlehem PA 08/2019 03/2020
Johns Hopkins Baltimore MD 05/2020 05/2022
Theodore Roosevelt High School Washington DC 08/2020 06/2021
Hd Woodson High School Washington DC 08/2021 06/2023
Wells Fargo Clearing Services, Llc Radnor PA 10/2024 06/2025
Ameriprise Financial Services, Llc Wilmington DE 07/2025 Present
  • 07/2023 → 10/2024
    Global Atlantic Distributors, Llc
    Berwyn, PA
  • 07/2023 → 10/2024
    Global Atlantic Financial Group
    Berwyn, PA
  • 08/2015 → 06/2018
    Catholic University
    Washington, DC
  • 08/2018 → 01/2019
    Sports Info Solutions
    Coplay, PA
  • 02/2019 → 08/2019
    Atlantic City Blackjacks Arena Football Team
    Atlantic City, NJ
  • 08/2019 → 03/2020
    Lehigh University
    Bethlehem, PA
  • 05/2020 → 05/2022
    Johns Hopkins
    Baltimore, MD
  • 08/2020 → 06/2021
    Theodore Roosevelt High School
    Washington, DC
  • 08/2021 → 06/2023
    Hd Woodson High School
    Washington, DC
  • 10/2024 → 06/2025
    Radnor, PA
  • 07/2025 → Present
    Wilmington, DE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
S63 Uniform Securities Agent State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2024-10-07
  • S63 Uniform Securities Agent State Law Examination
    2023-09-25

View on SEC IAPD

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