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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-26 |
Branch Locations
66 Kercheval, Grosse Pointe Farms, MI 48236 • United States
20065 Mack Avenue, Grosse Pointe Woods, MI 48236 • United States
30700 Van Dyke Ave., Warren, MI 48093 • United States
100 Cass Ave., Mt. Clemens, MI 48043 • United States
35275 Gratiot Ave, Clinton Township, MI 48035 • United States
25950 Gratiot Ave., Roseville, MI 48066 • United States
14820 Gratiot, Detroit, MI 48205 • United States
3201 E. Jefferson, Detroit, MI 48207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 07/2022 | Present |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 07/2022 | Present |
| Self-Employed | Allen Park | MI | 03/2016 | 07/2022 |
| Fifth Third Bank | Grosse Pointe | MI | 06/2023 | Present |
| Self-Employed | Allen Park | MI | 02/2023 | 06/2023 |
| Allianz | Allen Park | MI | 07/2022 | 02/2023 |
| Self-Employed | Allen Park | MI | 04/2016 | 07/2022 |
| Fifth Third Securities | Grosse Pointe | MI | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-22 |
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