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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-11 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Traverse City | MI | 01/2013 | 11/2017 |
| Raymond James And Associates | Traverse City | MI | 11/2017 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 10/2024 | Present |
POWER OF ATTORNEY FOR FATHER; INV RELATED; TRAVERSE CITY, MI; POWER OF ATTORNEY; 02/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS| KIDD REVOCABLE TRUST; INV RELATED; TRAVERSE CITY,MI; HELPING DAD WITH TRUST ACC;CO-TRUSTEE; START DATE: 08/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-01 |
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