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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| MI | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Walled Lake | MI | 01/2013 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plymouth | MI | 11/2022 | Present |
| Cornerstone Community Financial | Auburn Hills | MI | 08/2018 | 10/2019 |
| Mercantile Bank | Troy | MI | 01/2018 | 08/2018 |
| Fifth Third Bank | Waterford | MI | 09/2016 | 02/2018 |
| First Merit Bank (Now Huntington Bank) | Howell | MI | 10/2014 | 09/2016 |
| Bank Of America | Commerce Twp | MI | 01/2020 | 10/2022 |
| Unemployment | Lansing | MI | 11/2019 | 01/2020 |
| Bank Of America, N.A. | Plymouth | MI | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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