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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-11 |
Branch Locations
325 N Center St Ste 100, Northville, MI 48167 • United States
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Portage | MI | 08/2023 | Present |
| Zhang Financial | Portage | MI | 08/2022 | 06/2023 |
| Orrin B Hayes Mercedes | Kalamazoo | MI | 10/2021 | 08/2022 |
| Fleetwood Group | Holland | MI | 05/2021 | 08/2021 |
| Fleetwood Group | Holland | MI | 05/2020 | 08/2020 |
| Crown Motors | Holland | MI | 11/2017 | 04/2021 |
| Western Michigan University | Kalamazoo | MI | 08/2018 | 08/2023 |
| Hamilton High & Middle School | Hamilton | MI | 08/2013 | 05/2018 |
| True North Property Management | Saugatuck | MI | 10/2023 | 10/2024 |
Business Ownership; Damask Holdings LLC; Owner; This is not currently an active business. It may be used for a rental property in the future. At this time, it is purely opened just to hold onto the name if wanted for later use.; 3019 Forestview Drive, , Hamilton, MI, 49419; Not Investment-Related; 02/07/2025; 0 hours per month; 0 during trading hours. Outside Employment; OKL LLC; I work as an associate financial advisor. Servicing my own clients and providing support to other associate financial advisors.; OKL LLC pays the salaried portion of my compensation; 7130 S Westnedge Ave, , Portage, MI, 49002-4209; Investment-Related; 08/28/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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