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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-26 |
Branch Locations
480 Pierce St Floor 02, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Birmingham | MI | 01/2010 | Present |
| Jpmorgan Chase Bank, N.A. | Birmingham | MI | 08/2005 | Present |
Entity Name: Shankar Distillers Investment related: No "Address: 1030 Chicago Road, Troy MI 48083 www.shankardistillers.com" Nature of the other business: Spirits Distillery Position/Title/Relationship: Owner/Partner Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Shankar is Michigan based spirits distillery that a personal friend of mine is starting. This is a personal investment and I have no role other than a friends and family investment into his business Entity Name: Detroit Athletic Club Investment related: Yes Address: 241 Madison St, Detroit MI 48226 Nature of the other business: Athletic Club Position/Title/Relationship: Advisor/Officer Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Finance committee, non voting, no access to signing or money movements Entity Name: Detroit Guardsmen Investment related: Yes Address: 55 Martell Dr. Bloomfield Hills 48304 no website Nature of the other business: Travel Club Position/Title/Relationship: Board Member Start Date: 03/11/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Travel club that i have asked to be treasurer of. Entity Name: Tinsley Equity Holdings Investment related: Yes Address: Grosse Pointe MI Nature of the other business: rental properties and maintenance Position/Title/Relationship: Owner Start Date: 31-Jul-2020 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ownership as landlord. Entity Name: University of Detroit Jesuit High School and Academy Investment related: Yes Address: 8500 Detroit MI Nature of the other business: College Preparatory School Position/Title/Relationship: Finance Committee Start Date: 15-Jan-2019 Approximate # of hours a month: 1 hour per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Finance Committee Entity Name: Detroit Childrens Fund Investment related: No Address: 100 Detroit, MI Nature of the other business: To help increase enrollment in Detroit Public Schools as well as source good teachers for the schools Position/Title/Relationship: Trustee Start Date: 01-Sep-2017 Approximate # of hours a month: 2-3 hours a quarter Approximate # of hours during securities trading hours: None Briefly describe your duties: Trustee for board governance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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