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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-09-09 |
Branch Locations
43155 Main St Ste 2200A, Novi, MI 48375 • United States
2851 Charlevoix Dr Ste 200, Grand Rapids, MI 49546 • United States
Novi, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Farmington Hills | MI | 10/2011 | 09/2016 |
| Ameriprise Financial Services, Inc. | Troy | MI | 09/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Novi | MI | 03/2020 | Present |
Board of Directors; SDOY (Sunny Days of Youth); Board Member; 1615 N Queen Street M202, The Mercer, Arlington, VA, 22209; Not Investment-Related; 03/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
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