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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
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 | 01/2026 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 01/2026 | Present |
| Huntington National Bank | Grand Rapids | MI | 02/2024 | 01/2026 |
| The Huntington Investment Company | Grand Rapids | MI | 02/2024 | 01/2026 |
| Huntington National Bank | Grand Rapids | MI | 12/2022 | 02/2024 |
| The Huntington Investment Company | Grand Rapids | MI | 12/2022 | 02/2024 |
| Huntington National Bank | Grand Rapids | MI | 11/2018 | 12/2022 |
| Huntington Investment Company | Grand Rapids | MI | 11/2018 | 12/2022 |
| Unemployed | Grand Rapids | MI | 09/2018 | 10/2018 |
| Fisher Asset Management | Camas | WA | 05/2018 | 08/2018 |
| Unemployed | Grand Rapids | MI | 01/2018 | 04/2018 |
| Comcast | Grand Rapids | MI | 07/2017 | 12/2017 |
| Harbour Investments | Richland | MI | 01/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-23 |
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