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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-26 |
Branch Locations
132 N Old Woodward Ave, Birmingham, MI 48009-3371 • United States
Troy, MI • United States
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Birmingham | MI | 09/2014 | 09/2017 |
| Fifth Third Bank | Detroit | MI | 09/2017 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 12/2019 | 07/2023 |
| Edward Jones | St Louis | MO | 07/2023 | 08/2024 |
| Ameriprise Financial Services, Llc | Portage | MI | 08/2024 | Present |
Outside Employment; OKL, LLC; Financial advisor; Financial advisory services; 7130 S Westnedge Ave, , Portage, MI, 49002; Investment-Related; 08/26/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-11 |
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