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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-19 |
Branch Locations
83 W Nepessing St Box 967, Lapeer, MI 48446-2101 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Osaic Institutions, Inc. (Fka Infinex Investments, Inc.) | Meriden | CT | 05/2016 | 05/2025 |
| Lapeer County Bank & Trust Co./Choiceone Bank | Lapeer | MI | 05/2016 | Present |
| Ameriprise Financial Services, Llc | Lapeer | MI | 05/2025 | Present |
Outside Employment; Choiceone Bank; VP of financial services.; Dual employment Choiceone Bank and Investment advisor; 83 West Nepessing Street, , Lapeer, MI, , USA; Investment-Related; 04/16/2025; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-06 |
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