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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-11 |
| MI | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
Clinton Township, MI • United States
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334-1574 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Clinton Township | MI | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clinton Township | MI | 11/2016 | 09/2020 |
| Ameriprise Financial Services Inc | Farmington Hills | MI | 09/2020 | 09/2020 |
| Ameriprise Financial Services, Llc | Farmington Hills | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Farmington Hills | MI | 09/2020 | Present |
Business Ownership; Costal Del Sol Holdings, LLC; Owner; Real Estate; 44340 Thunder Bay, , Clinton Township, MI, 48038; Not Investment-Related; 04/13/2015; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Assistant Tennis Coach; assist Head coach in working with players of the team; 37600 Little Mack Ave., , Clinton Township, MI, 48036; Not Investment-Related; 11/18/2022; 1 to 9 hours per month; 0 during trading hours / Assistant Tennis Coach @ Wayne State Univesity; Coach players on the WSU tennis team; 42 W. Warren, , Detroit, MI, 48202; Not Investment-Related; 08/28/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-02 |
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