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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-11 |
| TX | RA | APPROVED | 2021-01-20 |
| MI | RA | APPROVED | 2021-01-04 |
Branch Locations
2601 Cambridge Ct Ste 120, Auburn Hills, MI 48326-2577 • United States
Midland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial | Southfield | MI | 06/2004 | 10/2016 |
| Mass Mutual Life Insurance Company | Bay City | MI | 10/2016 | 09/2018 |
| Mml Investors Services, Llc | Bay City | MI | 03/2017 | 09/2018 |
| Royal Alliance | Troy | MI | 09/2018 | 01/2021 |
| Ameriprise Financial Services, Llc. | Troy | MI | 01/2021 | Present |
Independent Insurance Brokering; Guardian; 09/01/2018; Disability Income. Outside Employment; Blumark Financial Advisors LLC; Financial Advisor - Client service; Manage advisory business; 2601 Cambridge Court, Suite 120, , Auburn Hills, MI, 48326; Investment-Related; 09/01/2018; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-23 |
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