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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-20 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Rochester Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Phoenix | AZ | 01/2016 | 11/2018 |
| Compass Bank | Birmingham | AL | 12/2015 | 11/2018 |
| Bbva Compass Insurance Agency Inc | Birmingham | AL | 03/2016 | 11/2018 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 12/2018 | 05/2020 |
| Apex Systems | Glen Allen | VA | 12/2018 | 05/2019 |
| Varsity Tutors Llc | St. Louis | MO | 08/2018 | 05/2019 |
| Usaa Investment Management Company | Phoenix | AZ | 06/2019 | 05/2020 |
| Usaa Financial Planning Service | Phoenix | AZ | 06/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | 04/2021 |
| Comerica Securities, Inc. | Bloomfield Hills | MI | 06/2021 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Business Ownership; VJP PRODUCTIONS, LLC; Owner; Content Creator; 112 E Maryknoll rd, , Rochester Hills, MI, 48309; Not Investment-Related; 04/27/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Comerica Financial Advisors; Financial Advisor; Wealth Management and Financial Planning; 39400 Woodward ave ste 255, , Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Financial Oxygen/Maestro; FO2 is a cash management platform for corporate and institutional clients.; 39400 Woodward ave ste 255, , Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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