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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-04-05 |
Branch Locations
43155 Main St Ste 2200A, Novi, MI 48375 • United States
Bloomfield Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Birmingham | MI | 05/2015 | 03/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Bloomfield Hills | MI | 05/2015 | Present |
| Ameriprise Financial Services Inc | Novi | MI | 03/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Novi | MI | 03/2020 | Present |
Business Ownership; Fay-Hilbert Resort, LLC; Co-owner. No specific responsibilities,; LLC created to own a vacation home with another family member for personal use only, provide for estate planning and liability purposes.; 1275 Penncross Dr SE, , Caledonia, MI, 49316; Investment-Related; 09/17/2020; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
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