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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
99 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
Schoolcraft, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Kalamazoo | MI | 03/2016 | 01/2020 |
| Comerica Bank | Grand Rapids | MI | 01/2020 | 11/2023 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 11/2023 | Present |
Outside Employment; Comerica Bank; Employee Officer of Comerica Inc.; Full time employment as a Sr. Wealth Advisor with Comerica Bank; 99 Monroe, , Grand Rapids, MI, 49503; Investment-Related; 01/19/2019; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-31 |
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