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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-03 |
| TX | RA | APPROVED | 2023-02-03 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 11/2018 | 10/2022 |
| Harris Financial Services | Fenton | MI | 02/2014 | 10/2022 |
| J. P. Morgan Securities Llc | Fenton | MI | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-27 |
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