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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Rochester Hls, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Scottsdale | AZ | 01/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 01/2016 | 05/2018 |
| Ubs Financial Services | Birmingham | MI | 05/2018 | 03/2019 |
| Comerica Securities, Inc. | Bloomfield Hills | MI | 03/2019 | 08/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 08/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica; Financial Advisor; Financial Advisor; 39400 Woodward Ave, Ste 255, Bloomfield Hills, MI, 48304; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Financial Oxygen/Maestro; FO2 is a cash management platform for corporate and institutional clients; 39400 Woodward Ave, Ste 255, 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 | 2015-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-03 |
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