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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Beverly Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities | Detroit | MI | 03/2010 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica Bank; Financial Advisor for Comerica Bank; Financial Advisor for Comerica Bank; 39400 Woodward Ave., Ste 255, Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 40 to 59 hours per month; 60 during trading hours. Other Business Activities; Financial Oxygen/Maestro; Financial Oxygen is a cash management platform for corporate and institutional clients; 39400 Woodward Ave, Ste 255, Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-29 |
| S66 | Uniform Combined State Law Examination | 2003-08-14 |
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