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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
39400 Woodward Ave Suite 150, 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 |
|---|---|---|---|---|
| Comerica Securities | Dearborn | MI | 10/2005 | 08/2023 |
| Ameriprise Financial Services | Bloomfield Hills | MI | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bloomfield Hills | MI | 08/2023 | 12/2025 |
| Raymond James & Associates, Inc. | Bloomfield Hills | MI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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