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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-23 |
| TX | RA | APPROVED | 2025-02-23 |
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 | 01/2014 | Present |
| Jpmorgan Chase Bank Na | Birmingham | MI | 01/2014 | Present |
Entity Name: Bleznak Real Estate Investment Group / Woodbridge Apartments Investment related: Yes Address: Birmingham, Michigan Nature of the other business: Own and operate (managed) a large apartment building. Position/Title/Relationship: Owner Start Date: 29-Apr-2015 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None Entity Name: Jewish Family Service of Metro Detroit Investment related: Yes Address: 6555 West Bloomfield, MI Nature of the other business: Strengthening lives through compassionate service. Position/Title/Relationship: Other Start Date: 01-Sep-2017 Approximate # of hours a month: 90 minutes per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve on finance committee. Responsibilities include attending a 90 minute monthly meeting. Duties just include attending meetings and reviewing budget, balance sheet.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-15 |
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