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950 W. University, Suite 100, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-30 |
| PA | RA | APPROVED | 2025-01-29 |
Branch Locations
Pittsburgh, PA • United States
950 W. University, Suite 100, Rochester, MI 48307 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cranberry Township | PA | 10/2009 | 09/2019 |
| Amazon Logistics, Llc | Imperial | PA | 10/2019 | 08/2021 |
| Ttec | Littleton (Remote) | CO | 08/2021 | 12/2024 |
| Managed Asset Portfolios, Llc | Rochester | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
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