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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| MI | RA | APPROVED | 2023-01-30 |
Branch Locations
216 W Michigan Ave Ste 1, Saline, MI 48176 • United States
Ypsilanti, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Millio & Associates | Ann Arbor | MI | 03/2016 | 02/2018 |
| Unemployed | Saline | MI | 03/2018 | 05/2018 |
| Ameriprise Financial Millio & Associates | Ann Arbor | MI | 05/2018 | 09/2018 |
| Grand Valley State University | Allendale | MI | 09/2018 | 06/2020 |
| Ameriprise Financial Millio & Associates | Saline | MI | 06/2020 | 06/2020 |
| Ameriprise Financial Services, Llc | Saline | MI | 06/2020 | Present |
Outside Employment; CNZ & Associates; Associate Financial Advisor - Communicating with clients via email, over the phone, and in person - Opening accounts for clients, updating client beneficiaries, and managing miscellaneous client forms - File preparation for meetings - Generating trade recommendations and portfolio rebalancing recommendations for the advisor - Entering verified trades on behalf of clients - Verbally confirming advisor recommendations with clients; Private wealth advisory practice; 216 W Michigan Ave, Suite 1, , Saline, MI, 48176; Investment-Related; 11/08/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
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