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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-08 |
Branch Locations
770 Se Indian Street Suite 25, Stuart, FL 34997 • United States
Collegeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 03/2022 |
| Ameriprise Financial Services Llc | Feasterville | PA | 03/2022 | Present |
Board of Directors; Fairview Village Seventh Day Adventist Church; Clerk; 1010 Kriebel Mill Rd., , Norristown, PA, 19403; Not Investment-Related; 02/23/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Boris Niko LLC; No responsibilities; Manage advisory business; 383 E Street Rd., , Feasterville , PA, 19053; Investment-Related; 03/04/2024; 20 to 39 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-16 |
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