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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-09 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
Harrison Twp, MI • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-12 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Harrison Twp, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | St Clair Shores | MI | 12/2014 | 12/2017 |
| Citizens Bank | St Clair Shores | MI | 12/2017 | 07/2021 |
| Citizens Securities Inc. | Canton | MA | 12/2017 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 10/2023 |
| Citizens Bank, N/A | St Clair Shores | MI | 10/2022 | 10/2023 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | St Clair Shoes | MI | 07/2021 | 10/2022 |
| Citizens Securities Inc., | St Clair Shores | MI | 10/2023 | 07/2024 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 08/2024 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica Bank; Registered Client Services Associate; Comerica Bank Employee; 39400 Woodard Ave Ste 255, , Bloomfield Hills, MI, 48304; Investment-Related; 08/12/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-18 |
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