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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-10 |
Branch Locations
30244 Milford Road, New Hudson, MI 48165 • United States
5671 Whitmore Lake, Brighton, MI 48114 • United States
25950 Pontiac Trail, South Lyon, MI 48178 • United States
8520 Hilton Road, Brighton, MI 48114 • United States
36455 Corporate Drive, Farmington Hills, MI 48331 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
36455 Corporate Drive, Farmington Hills, MI 48331-3552 • United States
Farmington Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Troy | MI | 11/2017 | 02/2018 |
| Unemployed | Windsor | 05/2015 | 02/2017 | |
| Chemical Bank | Troy | MI | 02/2017 | 08/2017 |
| Unemployed | Farmington Hills | MI | 08/2017 | 11/2017 |
| Comerica | Detroit | MI | 02/2018 | 08/2023 |
| Ameriprise Financial Services | Farmington | MI | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Farmington | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Farmington | MI | 08/2023 | Present |
| Fifth Third Securities | Farmington Hills | MI | 07/2026 | Present |
Outside Employment; Comerica Financial Advisors; Financial Advisor; Comerica Bank relationship involving advising new clients and managing existing trust accounts. Additional business involving Deposit Solutions, Institutional Non - sweep cash accounts.; 35405 Grand River Ave, , Farmington, MI, 48331; Investment-Related; 11/07/2023; 40 to 59 hours per month; 20 to 39 during trading hours. Other Business Activities; Deposit Solutions; Institutional Non - sweep cash accounts.; 35405 Grand River Ave, , Farmington, MI, 48335; Investment-Related; 11/07/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-13 |
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