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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-23 |
Branch Locations
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 09/2019 | 07/2023 |
| Pnc Bank Na | West Dundee | IL | 09/2015 | 08/2019 |
| Ameriprise Financial Services, Llc | Portage | MI | 09/2024 | Present |
| Unemployed | Portage | MI | 08/2023 | 09/2023 |
| Pnc Bank Na | Portage | MI | 10/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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