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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-29 |
Branch Locations
6705 Orchard Lake Rd, West Bloomfield, MI 48322-3414 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-07-06 |
Branch Locations
West Bloomfield 6705 Orchard Lake Road, West Bloomfield, MI 48322 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co Inc | Sterling Heights | MI | 03/2016 | 10/2016 |
| Citizens Securities | Novi | MI | 10/2016 | 06/2018 |
| The Huntington Investment Company | West Bloomfield | MI | 06/2018 | Present |
| Ameriprise Financial Services, Llc. | West Bloomfield | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-14 |
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