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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED_RES | 2025-11-03 |
Branch Locations
13919 S West Bayshore Dr Ste 105 A, Traverse City, MI 49684-6215 • United States
Traverse City, MI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | 06/2019 |
| Wedbush Securities Inc | Traverse City | MI | 06/2019 | 10/2025 |
| Ameriprise Financial Services, Llc | Traverse City | MI | 10/2025 | Present |
Business Ownership; Bay Area Properties; Co-owner; Real Estate; 23897 Lyon Preserve Trail, , South Lyon, MI, 48178; Not Investment-Related; 11/27/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-21 |
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