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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-08 |
Branch Locations
215 N 20Th Street, Battle Creek, MI 49037 • United States
5510 W Saginaw Hwy, Lansing, MI 48917 • United States
101 N Washington Square, Lansing, MI 48933 • United States
223 N Clippert Street, Lansing, MI 48912 • United States
5226 S Cedar Street, Lansing, MI 48911 • United States
301 N. Jackson Street, Jackson, MI 49201 • United States
49 W Michigan Ave, Battle Creek, MI 49017 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
301 N Jackson St, Jackson, MI 49201 • United States
Jackson, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jackson | MI | 03/2008 | 02/2017 |
| The Huntington Investment Company | East Lansing | MI | 02/2017 | 07/2017 |
| Lpl Financial Llc | Jackson | MI | 02/2018 | 10/2018 |
| Old National Bank | Jackson | MI | 02/2018 | 10/2018 |
| Unemployed | Jackson | MI | 08/2017 | 02/2018 |
| Bankers Life Securities | Okemos | MI | 10/2018 | 03/2020 |
| Bankers Life & Casualty | Okemos | MI | 10/2018 | 03/2020 |
| Fidelity Investments | Ann Arbor | MI | 06/2020 | 03/2022 |
| Comerica Securities, Inc. | Jackson | MI | 06/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Jackson | MI | 11/2023 | Present |
| Fifth Third Securities | Jackson | MI | 07/2026 | Present |
Outside Employment; Comerica Bank; Employee; Provide retail bank clients with financial guidance and support; 301 N. Jackson St, , Jackson, MI, 49201; Investment-Related; 06/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Maestro; Provide clients with money mkt options for FDIC and interest needs; 301 N. Jackson St, , Jackson, MI, 49201; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-17 |
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