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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-04-03 |
| TX | RA | APPROVED_RES | 2019-04-01 |
Branch Locations
17450 Hall Rd Ste 161, Clinton Township, MI 48038 • United States
Washington, MI • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | MI | 06/2009 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Ameriprise Financial Services, Inc. | Clinton Township | MI | 03/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Clinton Township | MI | 03/2020 | Present |
Independent Insurance Brokering; New York Life; 06/14/2019; Fixed Annuity. Business Ownership; Demark LLC; used to pay business expenses; used to pay business expenses; 8068 Apple Orchard WayWashington Twp., MI 48095, ,; Not Investment-Related; 05/10/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Real Estate License; Yes. Outside Employment; Demark LLC.; president and owner - ownership of LLC. pay expenses for my business and pay me an income from the revenue generated; ; 17450 Hall Road Suite 161, , Clinton Twp., MI, 48038; Not Investment-Related; 04/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-04 |
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