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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Birmingham | MI | 08/2021 | 03/2026 |
| J.P. Morgan Securities Llc | Birmingham | MI | 08/2021 | 03/2026 |
| Doeren Mayhew | Troy | MI | 07/2016 | 05/2020 |
| University Of Notre Dame | South Bend | IN | 06/2020 | 05/2021 |
| Unemployed | South Bend | IN | 06/2021 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-27 |
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