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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Macomb | MI | 08/2016 | 02/2025 |
| Ameriprise Financial Services, Llc | Macomb | MI | 02/2025 | Present |
Real Estate Ownership; Single Family; 5021 Clarkston Rd, , Clarkston , MI, 48348; Not Investment-Related; 05/01/2024 / Lot/Land; 28 Mile Rd, , Lenox, MI, 48050; Not Investment-Related; 02/01/2024. Business Ownership; Firma Financial Planning; Co-owner; Manage Ameriprise Business; 17957 Hall Rd, , Macomb, MI, 48044; Investment-Related; 12/11/2015; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-28 |
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