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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
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-03 |
Branch Locations
Owosso Main 100 East Main Street, Owosso, MI 48867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daryl Gilliam Insurance Agency | Bingham Farms | MI | 06/2016 | 03/2017 |
| State Farm Vp Management Corp. | Bingham Farms | MI | 11/2016 | 03/2017 |
| State Farm Insurance | Bingham Farms | MI | 06/2016 | 03/2017 |
| Jp Morgan Securities, Llc | Saginaw | MI | 05/2017 | 07/2020 |
| Jp Morgan Chase Bank, N.A. | Saginaw | MI | 05/2017 | 07/2020 |
| State Farm Insurance | Flushing | MI | 08/2020 | 01/2021 |
| Jp Morgan Chase Bank | Grand Blanc | MI | 01/2021 | 04/2022 |
| Jpmorgan Securities Llc | Grand Blanc | MI | 01/2021 | 04/2022 |
| J Douglas Sutika Agency Inc | Linden | MI | 02/2017 | 04/2017 |
| Patricia Ouellette Agency Llc | Clarkston | MI | 10/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Okemos | MI | 03/2022 | 01/2023 |
| Bank Of America, N.A. | Okemos | MI | 03/2022 | 01/2023 |
| The Huntington Investment Company | Columbus | OH | 01/2023 | Present |
| Ameriprise Financial Services, Llc. | Owosso | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-11 |
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