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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| MI | RA | APPROVED | 2019-04-26 |
Branch Locations
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Troy | MI | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 11/2016 | 04/2019 |
| Ameriprise Financial Services, Inc. | Troy | MI | 04/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | Present |
Board of Directors; Ted Lindsay Fouhdation; Board Member; 1819 E Big Beaver Rd # 200, Troy, MI 48083, ,; Not Investment-Related; 05/16/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-28 |
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