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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED_RES | 2019-08-09 |
Branch Locations
9475 Holly Rd Ste 208, Grand Blanc, MI 48439 • United States
Linden, 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 : 7691 | Grand Blanc | MI | 07/2008 | 08/2019 |
| Bank Of America, Na | Grand Blanc | MI | 12/2009 | 08/2019 |
| Ameriprise Financial Services Inc | Grand Blanc | MI | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Grand Blanc | MI | 03/2020 | Present |
Board of Directors; Our Lady of Lebanon Church Finance Committee; member; 4133 Calkins Rd, , Flint, MI, 48532; Investment-Related; 01/25/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-14 |
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