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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-07 |
| PA | RA | APPROVED | 2003-11-20 |
Branch Locations
1717 Lititz Pike, Lancaster, PA 17601-6509 • United States
19 Waln Street, Wellsboro, PA 16901-0977 • United States
173 Point Township Dr Ste 1A, Northumberland, PA 17857 • United States
800 W 4Th St Ste 107, Williamsport, PA 17701-7200 • United States
Lititz, PA • United States
1536 Cornwall Rd, Lebanon, PA 17042-7403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boston | MA | 01/1986 | 03/2020 |
| Ameriprise Financial Services, Llc | Lancaster | PA | 03/2020 | Present |
Business Ownership; Vista Del Surf, LLC; ; real estate ownership; 501 Trimmer DriveLewisberry, PA 17339, ,; Not Investment-Related; 08/26/2013; 0 hours per month; 0 during trading hours / 1717 Lititz Pike LLC; ; this will be an LLC that will be used to own and operate an office building; 30 D East Roseville RoadLancaster, PA 17601, ,; ; 07/01/2011; 1 to 9 hours per month; / LJS Group, LLC; LON K. JURY will lead the LJS Group LLC as CEO responsible for designing the strategyLON K. JURY will focus on the quality of implementation of all services.LON K. JURY is responsible for the integration of each team member?s area of specialty.; conduit entity established to handle expenses, rent, utilities, hiring staff, plan production and consulting; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours / Pennoptic CPAs and Strategic Partners, LLC; Co-owner; Tax Preparation; 1500 Lititz Pike, , Lancaster, PA, 17601; Not Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Financial Planning Association of Central Pennsylvania; Board Member - Advocacy Chair; 1131 Sandpiper Court, , Mechanicsburg, PA, 17050; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; LJS Group, LLC; Owner; ; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-03 |
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