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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-10 |
Branch Locations
Downtown Royal Oak 800 S. Main Street, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank/Huntington National Bank | Royal Oak | MI | 04/2015 | 10/2017 |
| Lpl Financial Llc | Royal Oak | MI | 04/2015 | 02/2017 |
| The Huntington Investment Company | Royal Oak | MI | 02/2017 | 10/2017 |
| Jp Morgan Chase Bank | Rochester | MI | 10/2017 | 08/2025 |
| Jp Morgan Securities Llc | Rochester | MI | 10/2017 | 08/2025 |
| The Huntington Investment Company | Royal Oak | MI | 08/2025 | Present |
| Ameriprise Financial Services, Llc | Royal Oak | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-01 |
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