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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-05 |
| PA | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
1200 Lenox Dr Ste 201, Lawrenceville, NJ 08648 • United States
Albrightsville Pa,, PA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Yardley | PA | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yardley | PA | 11/2016 | 07/2022 |
| Ameriprise Financial Services, Llc | Lawrenceville | NJ | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-08 |
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