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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| MI | RA | APPROVED | 2023-03-16 |
Branch Locations
23150 Van Born Road, Dearborn Heights, MI 48125 • United States
45220 Michigan Ave, Canton, MI 48188 • United States
1324 Monroe, Dearborn, MI 48124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalamazoo College | Kalamazoo | MI | 10/2017 | 06/2020 |
| Office Of Public Defender | Ann Arbor | MI | 06/2019 | 08/2019 |
| Office Of Public Defender | Ann Arbor | MI | 06/2018 | 08/2018 |
| Thrivent Investment Management Inc | Chelsea | MI | 07/2020 | 03/2023 |
| Thrivent Financial | Appleton | WI | 07/2020 | 03/2023 |
| J.P. Morgan Securities Llc | Dearborn | MI | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Dearborn | MI | 03/2023 | Present |
| Tj Maxx | Ann Arbor | MI | 11/2016 | 12/2016 |
| Unemployed | Kalamazoo | MI | 09/2016 | 10/2016 |
| Unemployed | Kalamazoo | MI | 08/2017 | 09/2017 |
| Conlin Travel | Ann Arbor | MI | 06/2017 | 07/2017 |
| Unemployed | Kalamazoo | MI | 01/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-18 |
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