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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-16 |
| MI | RA | APPROVED | 2024-02-28 |
Branch Locations
Waterford Township 4352 Highland Rd, Waterford, MI 48328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 03/2018 | 10/2018 |
| Bose Corporation | Framingham | MA | 09/1992 | 02/2018 |
| Bank Of America, N.A. | Troy | MI | 07/2018 | 10/2018 |
| Morgan Stanley | Rochester | MI | 10/2018 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 10/2019 |
| Pruco Securities Llc | Troy | MI | 09/2023 | 02/2024 |
| Attitude Wellness | Troy | MI | 10/2019 | 09/2023 |
| The Prudential Insurance Company Of America | Troy | MI | 01/2024 | 02/2024 |
| The Huntington Investment Company | Waterford | MI | 02/2024 | Present |
| Ameriprise Financial Services, Llc | Waterford | MI | 06/2026 | Present |
Michigan FOOTBALL VOLUNTEER INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0-5 START DATE: 08/29/2026 ADDRESS: 1201 S Main St, Ann Arbor, MI 48104 DESCRIPTION: Work as an usher at Michigan Football games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
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