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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The State Bank | Fenton | MI | 05/1994 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2008 | 05/2023 |
| Cetera Investment Advisers Llc | Fenton | MI | 01/2014 | 05/2023 |
| Ameriprise Financial Services, Llc | Fenton | MI | 05/2023 | Present |
Board of Directors; Young Life Foundation; Trustee/Secretary; 5083 Miller Rd Ste c, , Flint, MI, 48507; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; ChoiceOne Bank; I have the title of SVP Wealth Managment for ChoiceOne Bank. My duties other than overseeing brokerage is that of a trust officer (Client relationships, Account reviews, investment authority for trust client accounts); I have the title of SVP Wealth Managment for ChoiceOne Bank. My duties other than overseeing brokerage is that of a trust officer (Client relationships, Account reviews, investment authority for trust client accounts); 175 N LEROY ST, , FENTON, MI, 48430; Investment-Related; 03/17/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Lake Fenton Community Schools Foundation; Education Foundation that raises money to provide grants to Lake Fenton School District Staff.; 11425 Torrey Rd, , Fenton, MI, 48430; Not Investment-Related; 10/01/2010; 1 to 9 hours per month; 0 during trading hours / First Presbyterian Church of Flint - Finance Committee; Committe Member - Review/monitor church's finances and budget throughout the year.; 746 S Saginaw Rd, , Flint, MI, 48502; Investment-Related; 02/09/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-28 |
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