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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
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Auburn Hills | MI | 05/2015 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica; Financial Advisor; Manage advisory business; 39400 Woodward Ave., , Bloomfield Hills, MI, 48304; Investment-Related; 07/03/1990; 60 hours per month; 60 during trading hours. Other Business Activities; FO2/Maestro; FO2 is a cash management platform for corporate and institutional clients.; 39400 Woodward Ave, , Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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