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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-29 |
Branch Locations
8610 W Grand River Ave, Brighton, MI 48116-2319 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-21 |
Branch Locations
Brighton - West Grand River 8610 W Grand River Ave, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Chelsea | MI | 01/2017 | 12/2021 |
| Oscar'S Sports & Grill | Saline | MI | 05/2014 | 01/2017 |
| Infinex Investments, Inc. | Meriden | CT | 03/2020 | 12/2021 |
| Hantz Financial Services | Southfield | MI | 12/2021 | 03/2023 |
| The Huntington Investment Company | Columbus | OH | 03/2023 | Present |
| Ameriprise Financial Services, Llc | Brighton | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-09 |
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