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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| MI | RA | APPROVED | 2025-11-18 |
Branch Locations
250 East Front Street, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Traverse City | MI | 04/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Traverse City | MI | 04/2019 | Present |
| Pnc Bank | Bay City | MI | 01/2018 | 04/2019 |
| Investors Bank | Brooklyn | NY | 06/2017 | 01/2018 |
| Astoria Bank | Brooklyn | NY | 02/2016 | 05/2017 |
| Invest Financial Corporation | Brooklyn | NY | 09/2017 | 12/2017 |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/8/2020 ADDRESS: 208 BAY CITY MI DETAILS: passive rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-20 |
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