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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-04 |
Branch Locations
132 N Old Woodward Ave, Birmingham, MI 48009-3371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A | Sterling Heights | MI | 09/2015 | 09/2016 |
| Jpmorgan Chase Bank, N.A | Huntington Woods | MI | 09/2016 | 08/2021 |
| Pnc Investments Llc | Troy | MI | 10/2022 | 04/2025 |
| Jp Morgan Securities Llc | Huntington Woods | MI | 08/2021 | 10/2022 |
| Ameriprise Financial Services, Llc | Birmingham | MI | 04/2025 | Present |
Outside Employment; OKL LLC; I act as a servicing advisor on Osborneklein clients and am compensated by the affiliated LLC OKL; Manage advisory business; 7130 S Westnedge Ave, , Portgage, MI, 49002; Investment-Related; 04/04/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
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