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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| MI | RA | APPROVED | 2021-10-14 |
Branch Locations
Midland Private Banking 235 E Main St, Midland, MI 48640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 03/2008 | 09/2016 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2016 | Present |
| Cetera Investment Advisors Llc | Midland | MI | 09/2016 | Present |
| Tcf National Bank | Midland | MI | 09/2016 | Present |
| The Huntington Investment Company | Columbus | OH | 10/2021 | Present |
| Ameriprise Financial Services, Llc | Midland | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-06 |
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