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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 | 2017-03-06 |
Branch Locations
Monroe-Sixth 602 South Monroe Street, Monroe, MI 48161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Toledo | OH | 02/2016 | 10/2016 |
| Pnc Investments | Pittsburgh | PA | 02/2016 | 10/2016 |
| The Huntington Investment Company | Columbus | OH | 10/2016 | Present |
| Ameriprise Financial Services, Llc | Monroe | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
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