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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-10 |
| TX | RA | APPROVED | 2023-04-10 |
Branch Locations
8712 Gull Road, Richland, MI 49083 • United States
Richland, MI • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Kalamazoo | MI | 06/2009 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2023 |
| Ameriprise Financial Services, Llc | Richland | MI | 04/2023 | Present |
Real Estate Ownership; Lot/Land; Point Betsie Road, , Frankfort, MI, 49635; Not Investment-Related; 01/07/2005. Outside Employment; Furlotte Consulting LLC; I am an employee and equity stake holder in that I have a retirement buyout agreement in place for when I retire. For now, I am a financial advisor.; Manage advisory business; 8712 Gull Road, , Richland, MI, 49083; Investment-Related; 04/10/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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