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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-06-01 |
| TX | RA | APPROVED | 2010-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Ann Arbor | MI | 07/2006 | Present |
| J.P. Morgan Securities Inc. | Ann Arbor | MI | 09/2006 | Present |
| Bank Of America, Na | Ann Arbor | MI | 05/2010 | Present |
I*118260 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cancer Support Community of Greater Ann Arbor Investment related: N Address of business: Ann Arbor, Michigan 48105 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 10/22/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: I will be part of the finance committee. We will meet twice a month for one hour each meeting. During each meeting I will be reviewing the financial statements (including the balance sheet, income statements, etc.) with the other members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-27 |
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