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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
Troy, MI • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Troy, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Bloomfield Hills | MI | 11/2015 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Board of Directors; Band board, withing Notre Dame Prep; Member; 1300 Giddings Rd, , Pontiac, MI, 48340; Not Investment-Related; 05/29/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Comerica Bank; Employee of Comerica Bank, working with Ameriprise Financial; Financial Services; 39400 Woodward Ave, Ste 255, Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 40 to 59 hours per month; 40 to 59 during trading hours / Young Living; Wholesale Member of Young Living; Young Living offers essential oils and other personal care products to members. it is an MLM.; 1963 Freemont Dr, , Troy, MI, 48098; Not Investment-Related; 11/06/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-16 |
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