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40 Pearl Street Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-05-13 |
Branch Locations
40 Pearl Street Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 09/2005 | 05/2019 |
| Advance Wealth Management Service | Grand Rapids | MI | 05/2019 | Present |
Real Estate Ownership; Commercial; Bad Axe, MI 48413; Not Investment Related; Jan 2001. Business Ownership; Advance Accounting Service; Owner; Tax Preparation (CPA); Bad Axe MI 48413; Not Investment Related; Feb 2014; 1-9 hours per month; 1-9 during trading hours/ Advance Service Group, LLC.; Owner/President; The primary function of this LLC is in the support of businesses I am affiliated with through payroll and other non-investment advisory and non-insurance ancillary services.; Bad Axe MI 48413; Not Investment Related; Sep 2014; 1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-08 |
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