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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-24 |
Branch Locations
28C East Rosevile Rd, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2024 | 09/2024 |
| Carmel Honey Company | Carmel | CA | 08/2021 | 10/2021 |
| Indemp Tranquility Inc. | Murrieta | CA | 01/2020 | 06/2021 |
| Raising Cane's Chicken Fingers | Temecula | CA | 06/2018 | 10/2018 |
| Chaparral High School | Temecula | CA | 02/2017 | 03/2020 |
| Unemployed | Temecula | CA | 01/2014 | 02/2017 |
| Unemployed | Monterey | CA | 06/2021 | 08/2021 |
| Homemaker | Fort Johnson | LA | 10/2021 | 02/2024 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2024 | 08/2025 |
| First Command Advisory Services, Inc | Fort Worth | TX | 09/2024 | 08/2025 |
| First Command Insurance Services, Inc | Fort Worth | TX | 09/2024 | 08/2025 |
| Truist Investment Services, Inc. | Columbus | GA | 08/2025 | 03/2026 |
| Truist Advisory Services, Inc. | Columbus | GA | 08/2025 | 03/2026 |
| Ameriprise Financial Services, Llc | Lancaster | PA | 03/2026 | Present |
Outside Employment; Rover; Owner; I provide pet sitting and dog walking services through the Rover platform on an occasional basis. This includes in-home pet care, drop-in visits, and dog walking for local clients. The activity is part-time, performed outside of my normal working hours, and does not interfere with my job responsibilities.; 196 Bucknoll Rd, Apt 2H, Manheim, PA, 17545; Not Investment-Related; 08/01/2022; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-13 |
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