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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
200 Ottawa Ave Nw, Floor 4, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 04/2026 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 04/2026 | Present |
| Northern Trust | Grand Rapids | MI | 09/2022 | 04/2026 |
| Merrill Lynch | Grand Rapids | MI | 09/2016 | 09/2022 |
| Massachusetts Mutual Life Insurance Co | Grand Rapids | MI | 08/2018 | 09/2019 |
| The Straightline Group, Llc | Troy | MI | 01/2015 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-12 |
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