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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Lansing | MI | 08/2016 | 05/2018 |
| Jp Morgan Chase Bank | Lansing | MI | 08/2016 | 10/2017 |
| Jp Morgan Chase Bank, N.A. | Lansing | MI | 10/2017 | 05/2018 |
| Infinex Investments, Inc. | Meriden | CT | 05/2018 | 01/2024 |
| Flagstar Bank | Okemos | MI | 05/2018 | 07/2026 |
| Lpl Financial | Okemos | MI | 02/2024 | 07/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2026 | Present |
| West Michigan Community Bank | Grand Rapids | MI | 07/2026 | Present |
1.) COCO & KK and DBA valley + primrose Non-investment related No physical Address (online boutique) Home Decor Owner Start Date: March 2021 10 Hours/Month (zero during trading hours) Owner to keep up with social media content, register for online + in person pop up shops 2.) Notary Public. State of Michigan. Started Aug 2026. Approx 2 hours per month during trading hours. Notarizing documentation. County of Kent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-14 |
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