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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-21 |
| MI | RA | APPROVED | 2024-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Planning | Brighton | MI | 11/2018 | 12/2022 |
| Unemployed | Plainfield Il, Brighton | MI | 09/2016 | 10/2018 |
| Lpl Financial Llc | Brighton | MI | 11/2018 | 01/2023 |
| J.P. Morgan Securities Llc | Brighton | MI | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Brighton | MI | 01/2024 | Present |
| Caitlyn John | Brighton | MI | 02/2023 | 01/2024 |
| Bfg Wealth Advisors | Brighton | MI | 01/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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