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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-10 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-19 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Rochester Hill | MI | 11/2005 | 11/2024 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2024 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Business Ownership; Pokot outreach Medical Missionary (POMM); Owner; 501 - c 3 raising money and medical for the Pokot tribe in Kenya.; 3111 main st, , royal oak, MI, 48073; Not Investment-Related; 06/12/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; comerica bank; employee; investments planning; 39400 Woodwared Avenue, , Bloomfield Hills, MI, 48304; Investment-Related; 11/15/2024; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
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