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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-01 |
Branch Locations
419 S Lafayette St, South Lyon, MI 48178-1458 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-06-21 |
Branch Locations
South Lyon 419 S Lafayette Street, South Lyon, MI 48178 • 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 |
|---|---|---|---|---|
| State Farm Insurance | Garden City | MI | 01/2015 | 01/2017 |
| State Farm Vp Management Corp. | Garden City | MI | 10/2015 | 01/2017 |
| Unemployed | Garden City | MI | 01/2017 | 06/2017 |
| Axa Advisors, Llc | New York | NY | 06/2017 | 11/2017 |
| The Huntington Investment Company | Dearborn | MI | 06/2018 | Present |
| Unemployed | Garden City | MI | 11/2017 | 06/2018 |
| Ameriprise Financial Services, Llc | South Lyon | MI | 06/2026 | Present |
NAME: Children's Book Author POSITION: Author NATURE:Writing and illustrating INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 7/30/2025 ADDRESS: 2238 Wood Ln Howell, MI 48843 DESCRIPTION: I am writing and illustrating a children's book that will be available for sale on Amazon
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-21 |
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