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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
2101 South Bend Avenue, South Bend, IN 46637 • United States
5315 N. Main St, Mishawaka, IN 46545 • United States
1825 East Bristol Street, Elkhart, IN 46514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | South Bend | IN | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | South Bend | IN | 03/2026 | Present |
| Key Bank | South Bend | IN | 05/2025 | 03/2026 |
| Northwestern Mutual | Mishawaka | IN | 05/2020 | 05/2025 |
| Unemployed | South Bend | IN | 08/2019 | 04/2020 |
| Monteith Tire Of Goshen Inc | Elkhart | IN | 05/2019 | 07/2019 |
| Unemployed | South Bend | IN | 02/2019 | 04/2019 |
| Tredit Tire And Wheel Company | Elkhart | IN | 06/2017 | 01/2019 |
| Unemployed | South Bend | IN | 03/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-16 |
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