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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-29 |
| NJ | RA | APPROVED | 2016-11-09 |
Branch Locations
101 College Rd E 2Nd Floor, Princeton, NJ 08540-6775 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florham Park | NJ | 05/2009 | 11/2016 |
| Ameriprise Financial Services, Inc. | Parsippany | NJ | 11/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Princeton | NJ | 03/2020 | Present |
Business Ownership; JacAcq LLC; 100% Owner-Sole Partner; To manage practice operations.; 101 College RD E, 2nd Floor , Princeton, NJ, 08540; Not Investment-Related; 02/09/2017; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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