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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| MI | RA | APPROVED | 2018-09-05 |
Branch Locations
130 Kercheval Avenue, Grosse Pointe Farms, MI 48236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Portage | MI | 07/2010 | Present |
| J.P. Morgan Securities Llc | Portage | MI | 10/2012 | Present |
| Morgan Stanley | Grosse Pointe Farms | MI | 11/2017 | Present |
1. Beachbody LLC; Investment related Yes; Fitness and Health coaching; May 2019; During business hours: 0; After business hours: 2; Help people sign up for fitness programs and products offered by Beachbody and run challenge groups that promote health and wellness. *586693 - BBH Property Holdings LLC ; Investment related - No ; Clawson,Michigan ; Real Estate ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 10 ; Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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