Caitlin N Stanley

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-10
MI	RA	APPROVED	2024-11-27

Branch Locations

101 W Big Beaver Rd Ste 425, Troy, MI 48084 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Auburn Hills	MI	10/2018	04/2022
Service Systems Associates	Royal Oak	MI	01/2018	09/2018
Celebrations Party Rental	Shelby Twp.	MI	06/2013	11/2017
Oakland University	Rochester	MI	09/2012	12/2017
Bank Of America N.A.	Auburn Hills	MI	12/2018	04/2022
Ameriprise Financial Services, Llc	Troy	MI	04/2022	Present

10/2018 → 04/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Auburn Hills, MI
01/2018 → 09/2018

Service Systems Associates

Royal Oak, MI
06/2013 → 11/2017

Celebrations Party Rental

Shelby Twp., MI
09/2012 → 12/2017

Oakland University

Rochester, MI
12/2018 → 04/2022

Bank Of America N.A.

Auburn Hills, MI
04/2022 → Present

Ameriprise Financial Services, Llc

Troy, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-03