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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-08 |
| TX | RA | APPROVED | 2025-03-08 |
Branch Locations
200 Ottawa Ave Nw, Floor 4, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Grand Rapids | MI | 08/2012 | 11/2023 |
| The Huntington National Bank | Grand Rapids | MI | 07/2012 | 11/2023 |
| American United Life | Grand Rapids | MI | 11/2023 | 12/2024 |
| Oneamerica Securities | Grand Rapids | MI | 05/2024 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 12/2024 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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