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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
| CA | RA | APPROVED | 2014-06-03 |
| TX | RA | APPROVED | 2006-09-27 |
| PA | RA | APPROVED | 2003-08-21 |
Branch Locations
3995 E Market St, York, PA 17402 • United States
West Chester, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | W Conshohocken | PA | 04/1987 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Business Ownership; Cleary & Associates LLC; Managing Director; Legal entity to run my practice.; 1000 Germantown Pike, Suite H-1, , Plymouth Meeting, PA, 19462-2488; Investment-Related; 01/19/2023; 60 hours per month; 10 to 19 during trading hours. Outside Employment; Cleary & Associates, LLC; Owner - Managing Director; ; 1000 Germantown Pike, Suite H-1, , Plymouth Meeting, PA, 19462-2488; Investment-Related; 01/19/2023; 60 hours per month; 10 to 19 during trading hours / LPPO LLC; Financial Advisor; Manage advisory business; 3995 E. Market St, , York, PA, 17402; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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