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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-19 |
Branch Locations
14460 Lakeside Circle Suite 140, Sterling Heights, MI 48313 • United States
135 S Main St Suite 600, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clinton Twp | MI | 03/2018 | 05/2023 |
| Ameriprise Financial Services, Inc. | Shelby Township | MI | 10/2009 | 03/2018 |
| The Fiduciary Alliance | Greenville | SC | 05/2023 | Present |
| Creative Retirement Solutions Group | Sterling Heights | MI | 12/2017 | Present |
Real Estate Ownership; Single Family; MI 48044; Not Investment Related; July 2019. Business Ownership; C & C Estates LLC; Owner; This business is used to run expenses through.; MI 48315; Investment Related; March 2018; 40 hours per month; 0 during trading hours. Insurance Sales; Investment-related; MI; Agent; Start date: May 2022; approximately 30 hrs/mo during trading hours; sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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