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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2025-11-11 |
| PA | RA | APPROVED | 2024-12-23 |
Branch Locations
Philadelphia, PA • United States
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Blue Bell | PA | 04/2024 | Present |
| Comcast | Philadelphia | PA | 09/2020 | 03/2024 |
| Diversant Llc | Philadelphia | PA | 06/2018 | 09/2020 |
| Full Time Student - Drexel University | Philadelphia | PA | 03/2017 | 06/2018 |
| Pricewaterhousecoopers | Philadelphia | PA | 09/2016 | 03/2017 |
| Independence Blue Cross | Philadelphia | PA | 09/2015 | 09/2016 |
Outside Employment; Double K LLC; Financial Advisor; Manage advisory business; 790 Penllyn Blue Bell Pike, Ste. 300, Blue Bell, PA, 19422; Investment-Related; 05/01/2024; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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