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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2023-06-12 |
Branch Locations
5402 Gateway Ctr, Ste. E, Flint, MI 48507-3918 • United States
Linden, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2015 | 06/2023 |
| Ameriprise Financial Services, Llc | Flint | MI | 06/2023 | Present |
Independent Insurance Brokering; Massachusetts Mutual Life Insurance Company; 10/10/2023; Fixed Annuity / Prudential; 03/17/2025; Fixed Annuity, Term Life, Long Term Care, Universal Life, Whole Life. Business Ownership; Kokaly Invesments; Owner; Consulting; 5402 Gateway Ctr Blvd, Suite E, Flint, MI, 48507; Not Investment-Related; 06/09/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; UofM Club of Greater Flint; Board Member; 3231 Rivershyre Parkway, , Davison, MI, 48423; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-05 |
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