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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
| MI | RA | APPROVED | 2023-04-25 |
Branch Locations
639 E Grand River, East Lansing, MI 48823 • United States
6015 S Pennsylvania Avenue, Lansing, MI 48911 • United States
3118 E Saginaw St, Lansing, MI 48912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2016 | 03/2023 |
| J.P. Morgan Securities Llc | Lansing | MI | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Lansing | MI | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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