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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| MI | RA | APPROVED | 2025-01-17 |
Branch Locations
8020 N 32Nd St, Richland, MI 49083-9650 • United States
Richland, MI • United States
928 W Columbia Ave Ste C, Battle Creek, MI 49015-3057 • United States
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Niles | MI | 09/2015 | 09/2017 |
| Raymond James & Associates Inc. | Kalamazoo | MI | 02/2018 | 02/2019 |
| Unemployed | Kalamazoo | MI | 09/2017 | 02/2018 |
| Fifth Third Securities | Portage | MI | 08/2020 | 01/2025 |
| Fifth Third Bank | Kalamazoo | MI | 02/2019 | 01/2025 |
| Ameriprise Financial Services, Llc | Portage | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-22 |
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