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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-19 |
| TX | RA | APPROVED | 2019-08-19 |
Branch Locations
409 Ashman St Ste 2, Midland, MI 48640 • United States
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Brownstown Township | MI | 10/2009 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 08/2019 | Present |
SUCCESSOR TRUSTEE FOR FATHER, INVT RELATED, TRENTON, MI, START DATE 12/16/2024, 1 HRS PER MONTH AND DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-21 |
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