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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED_RES | 2024-09-20 |
Branch Locations
4177 Fashion Square Blvd. Suite 4, Saginaw, MI 48603 • United States
Bay City, MI • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Saginaw | MI | 03/2009 | 06/2017 |
| Unemployed | Saginaw | MI | 06/2017 | 08/2017 |
| Jjb Hilliard Wl Lyons Llc | Saginaw | MI | 08/2017 | 09/2024 |
| Robert W. Baird & Co. Incorporated | Saginaw | MI | 10/2019 | 09/2024 |
| Ameriprise Financial Services Llc | Saginaw | MI | 09/2024 | Present |
Board of Directors; Golf Lakes Condo Associaotion; Member at Large; 2470 Old Bridge Road, , Bay City, MI, 48706; Not Investment-Related; 07/06/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-30 |
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