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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-11-21 |
| TX | RA | APPROVED | 2022-11-21 |
Branch Locations
3044 W Grand Blvd, Detroit, MI 48202 • United States
2155 W Big Beaver Rd Floor 3, Troy, MI 48084 • United States
200 S. Old Woodward Ave., Birmingham, MI 48009 • United States
13999 Lakeside Circle, Sterling Heights, MI 48313 • United States
20795 E 13 Mile Rd, Roseville, MI 48066 • United States
43101 Garfield Road Fl1, Clinton Township, MI 48038 • United States
28824 Dequindre Road, Warren, MI 48092 • United States
64970 Van Dyke Road, Washington Twp, MI 48095 • United States
21700 21 Mile Rd, Macomb, MI 48044 • United States
20500 Van Dyke, Detroit, MI 48234 • United States
2123 W 8 Mile Rd, Detroit, MI 48203 • United States
20675 Vernier, Harper Woods, MI 48225 • United States
7400 Gratiot Ave., Detroit, MI 48207 • United States
260 John R Rd, Troy, MI 48083 • United States
460 Moross Rd, Grosse Pointe Farms, MI 48236 • United States
13436 23 Mile Rd, Shelby Township, MI 48315 • United States
4665 Twenty-Four Mile Rd, Shelby Township, MI 48316 • United States
26363 Woodward Ave, Huntington Woods, MI 48070 • United States
25800 Coolidge Hwy, Huntington Woods, MI 48070 • United States
2941 Russell, Detroit, MI 48207 • United States
685 St Clair St, Grosse Pointe, MI 48230 • United States
611 Woodward, Detroit, MI 48226 • United States
33051 Schoenherr Rd, Sterling Heights, MI 48312 • United States
5057 Woodward Ave, Detroit, MI 48202 • United States
Northville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Troy | MI | 04/2014 | 03/2018 |
| Infinex Investments, Inc. | Meriden | CT | 08/2016 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 03/2018 | 07/2022 |
| J.P. Morgan Securities Llc | Troy | MI | 07/2022 | Present |
| Anteel Tequila | Northville | MI | 08/2024 | 05/2025 |
Entity Name: The Neutral Zone, Ann Arbor Teen Center Investment related: Yes "Address: 310 E. Washington St. Ann Arbor, MI 48104" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Neutral Zone is a transformative, youth-driven community where youth embrace their power, ignite their creativity, and launch their future to build equity, justice, and collective liberation. The appointment wouldn't begin until the start of the new board term in September 2024. Additional information on attached document. " Entity Name: Unity on Campus Investment related: Yes "Address: Unity on Campus, P.O. Box 6073, Ann Arbor, MI 48106, unityoncampus.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/11/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My involvement with Unity on Campus is not investment related. Unity on Campus is a non-denominational ministry at the University of Michigan. My responsibilities as Board Treasurer are limited to drafting the annual budget for board review and approval, preparing the monthly financial report and presenting the information at board meetings and friends' receptions. I do not have check signing ability, nor access to the organization's cash management accounts. Further, I've recused myself from ma
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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