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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-23 |
Branch Locations
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-03 |
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Comerica Securities | Grand Rapids | MI | 03/2007 | 08/2023 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 08/2023 | Present |
| Fifth Third Securities | Grand Rapids | MI | 07/2026 | Present |
Outside Employment; Comerica Financial Advisors; Financial Advisor; Financial Advisor with Comerica; 99 Monroe Ave NW Ste 1000, , Grand Rapids, MI, 49503; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Fo2/maestro; Financial Oxygen is a cash management system for retail and institutional investors; 99 Monroe Ave NW, ste 1000, , Grand Rapids, MI, 49503; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-01 |
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