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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-19 |
| DE | RA | APPROVED | 2024-07-17 |
| TX | RA | APPROVED_RES | 2024-07-12 |
Branch Locations
575 Pierce Street Suite 102, Kingston, PA 18704-5700 • United States
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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Kingston | PA | 12/1996 | 11/2020 |
| Janney Montgomery Scott Llc | Kingston | PA | 11/2020 | 07/2024 |
| Ameriprise Financial Services Llc | Kingston | PA | 07/2024 | Present |
Independent Insurance Brokering; Penn Mutual; 08/08/2024; Universal Life. Business Ownership; Premier Planning Wealth Advisors; Co-owner; Manage Ameriprise Business; 575 Pierce St. - Ste#102, , Kingston, PA, 18704; Investment-Related; 10/30/2025; 60 hours per month; 60 during trading hours. Board of Directors; Lewes Crossings HOA; Treasurer; 34634 Bay Crossings BLVD, , Lewes , DE, 19958; Not Investment-Related; 11/17/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Premier Planning Wealth Advisors; Co-owner; Manage advisory business; 575 Pierce St. - Ste#102, , Kingston, PA, 18704; Investment-Related; 10/30/2025; 60 hours per month; 60 during trading hours. Other Business Activities; FINRA Arbitrator; I am appointed to be an industry arbitrator. As cases are presented, I am asked to sit on the panels. I haven't had a case in a considerable amount of time, however, I am still active.; Market Street, , Philadelphia, PA, 19103; Not Investment-Related; 08/11/2000; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-14 |
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