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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| MI | RA | APPROVED | 2020-01-09 |
Branch Locations
33493 W 14 Mile Rd Ste 80, Farmington Hills, MI 48331 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Farmington Hills | MI | 09/2019 | 03/2020 |
| Unemployed | Northville | MI | 03/2019 | 09/2019 |
| Ford Motor Credit Company | Dearborn | MI | 06/1988 | 03/2019 |
| Ameriprise Financial Services, Llc | Farmington Hills | MI | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 5201 SW Hwy 101 #204, , Lincoln City, OR, 97365; Not Investment-Related; 01/01/2019. Business Ownership; NHP Holdings LLC; Partner; real estate rental; 835 SE 112th St, , Portland, OR, 97216; Investment-Related; 01/01/1998; 0 hours per month; 0 during trading hours. Board of Directors; WaterStrong Board; Board Member; 7043 SW 8th Ave, , Portland, OR, 97219; Not Investment-Related; 06/15/2026; 1 to 9 hours per month; 0 during trading hours / Gresham Area League for the Arts; Treasurer; PO Box 18, , Gresham, OR, 97030; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; GLG; Consultant - ad-hoc consulting engagement - sharing expertise from my prior experience in the captive auto financing space /; ; 60 East 42nd Street 3rd floor, , New York, NY, 10162; Not Investment-Related; 02/03/2020; 1 to 9 hours per month; 0 during trading hours / Furlotte Consulting Group; Financial Advisor - Support delivery of all aspects of financial advising activities; ; 33493 West 14 Mile Road, , Farmington, MI, 48331; Investment-Related; 09/16/2019; 60 hours per month; 60 during trading hours / Third Bridge Consulting; consultant - ad-hoc consulting engagement - sharing expertise from my prior experience in the captive auto financing space / please note address field calls for state and zip code in the US...I added MI info in order to save but address is in Shanghai, China; ; 16/F, 669 XinZha Road, , Shanghai, China, MI, 48168; Not Investment-Related; 07/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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