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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| MI | RA | APPROVED | 2026-06-01 |
Branch Locations
251 Diversion St. Suite 400, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Bloomfield Hills | MI | 05/2011 | 08/2023 |
| Raymond James & Associates, Inc | Rochester | MI | 06/2026 | Present |
| Ameriprise Financial Services | Bloomfield Hills | MI | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bloomfield Hills | MI | 08/2023 | 06/2026 |
Independent Insurance Brokering; Oceanview Life and Annuity Company; 10/01/2020; Fixed Annuity. Other Business Activities; Comerica Maestro; FO2 is a cash management platform for corporate and institutional clients.; 39400 Woodward Ave, Suite 255, Bloofield Hills , MI, 48304; Investment-Related; 11/06/2023; 0 hours per month; 0 during trading hours / Comerica Money Market; FO2 is a cash management platform for corporate and institutional clients.; 39400 Wooward Ave, STE 255, Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
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