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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-08 |
Branch Locations
7991 Spring Arbor Road, Spring Arbor, MI 49283 • United States
5370 Jackson Road, Ann Arbor, MI 48103 • United States
301 N. Jackson Street, Jackson, MI 49201 • United States
1620 W. Michigan Ave, Jackson, MI 49202 • United States
2707 Airport Road, Jackson, MI 49202 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
301 N Jackson St, Jackson, MI 49201 • United States
Albion, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Jackson | MI | 09/2016 | 08/2023 |
| Ameriprise Financial Services, Llc | Jackson | MI | 08/2023 | Present |
| Fifth Third Securities | Jackson | MI | 07/2026 | Present |
Independent Insurance Brokering; Athene; 05/30/2024; Fixed Annuity. Outside Employment; Comerica; Financial Advisor; Manage advisory business; 301 N Jackson St., , Jackson , MI, 49201; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Maestro Money Market; Maestro is a cash management platform for corporate and institutional clients.; 301 N Jackson st., , Jackson, MI, 49201; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-01 |
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