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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
277 South Rose Suite 3100, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Portage | MI | 01/2015 | 07/2017 |
| Jpmorgan Chase Bank, Na | Kalamazoo | MI | 05/2017 | 07/2018 |
| Pnc Bank | Kalamazoo | MI | 07/2018 | 12/2022 |
| Jpmorgan Chase Bank, Na | Grand Rapids | MI | 01/2023 | 09/2025 |
| Jpmorgan Securities Llc | Grand Rapids | MI | 01/2023 | 09/2025 |
| Morgan Stanley | Kalamazoo | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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