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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-23 |
| NJ | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marlton | NJ | 10/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | 07/2025 |
| Laurel Oak Wealth Management, Llc | Marlton | NJ | 07/2025 | Present |
1. KNETSTREAM NETWORKS; INVESTMENT-RELATED; 1 JOHNSTON ROAD, TRENTON , NJ, 08618; TV SHOW - CO HOST ON IT'S YOUR MONEY WITH JO ANN AND MARTIN; INTRODUCE AND DISCUSS FINANCIAL TOPICS WITH GUESTS WHO ARE EXPERTS IN FINANCIAL INDUSTRY; 06/10/2020; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 2. INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 7/25; HOURS DEPENDENT ON CLIENT NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
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