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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-25 |
| MI | RA | APPROVED | 2017-09-01 |
Branch Locations
17450 Hall Rd Ste 161, Clinton Township, MI 48038 • United States
Sterling Heights, MI • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clinton Township | MI | 03/1988 | 09/2017 |
| Bank Of America, N.A. | Clinton Township | MI | 12/2009 | 09/2017 |
| Ameriprise Financial Advisors Inc. | Clinton Twp | MI | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Clinton Township | MI | 03/2020 | Present |
Business Ownership; Weekend Warrior LLC; Event director; Own and operate endurance, health and fitness events.; 3138 Farmdale Sterling Heights MI 48314, ,; Not Investment-Related; 04/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Grayson Management LLC; ; LLC for Ameriprise Franchise related expenses.; 3138 Farmdale Sterling Heights MI 48314, ,; Not Investment-Related; 10/19/2017; 60 hours per month; 60 during trading hours. Fiduciary Activities; Trustee. Outside Employment; GRAYSON MANAGEMENT LLC; PRESIDENT/OWNER - ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, FUND PAYROLL, NEGOIATE CONTRACTS FOR RENTAL FACILITIES, PURCHASE OFFICE SUPPLIES; ; 3138 FARMDALE, , STERLING HEIGHTS, MI, 48314; Investment-Related; 09/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-30 |
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