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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-14 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Berlin Twp, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Auburn Hills | MI | 04/2015 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica Bank; Dual employment- Financial Advisor; Dual employed with Comerica and Ameriprise.; 39400 Woodward, , Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 40 to 59 hours per month; 40 to 59 during trading hours / Comerica; Consultant; Financial Consultant with Comerica Financial Advisors; 39400 Woodward Ave, , Bloomfield Hills, MI, 48304; Not Investment-Related; 11/07/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Financial Oxygen/Maestro; money market manager for Comerica Bank clients; 39400 Woodward, , Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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