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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-08 |
Branch Locations
36455 Corporate Drive, Farmington Hills, MI 48331 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-27 |
Branch Locations
36455 Corporate Drive, Farmington Hills, MI 48331-3552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2023 |
| Morgan Stanley | Troy | MI | 09/2015 | 11/2023 |
| Ameriprise Financial Services | Bloomfield Hills | MI | 11/2023 | 11/2023 |
| Ameriprise Financial Services, Llc. | Dearborn | MI | 11/2023 | Present |
| Fifth Third Securities | Farmington Hills | MI | 07/2026 | Present |
Independent Insurance Brokering; oceanview; 07/01/2024; Fixed Annuity, Whole Life, Universal Life. Outside Employment; Comerica; financial advisor; Financial Advisor; 16150 Michigan Ave, , Dearborn, MI, 48126; Investment-Related; 11/27/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; ICS/Maestro; insured cash savings; 16150 Michigan Ave, , Dearborn, MI, 48126; Not Investment-Related; 11/27/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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