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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-03 |
| MI | RA | APPROVED | 2022-03-15 |
Branch Locations
3250 Tremont Road, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macomb Community College | Clinton Township | MI | 08/2015 | 08/2017 |
| Cedarville University | Cedarville | OH | 08/2017 | 05/2020 |
| Thrivent Investment Management Inc. | Plymouth | MI | 07/2020 | 12/2021 |
| Experi-Metal | Sterling Heights | MI | 05/2019 | 01/2020 |
| Thrivent Financial | Appleton | WI | 06/2020 | 12/2021 |
| J.P. Morgan Securities Llc | Upper Arlington | OH | 03/2022 | Present |
| Jpmorgan Chase Bank (Oh) | Upper Arlington | OH | 03/2022 | Present |
| Mcdonald's | Utica | MI | 05/2018 | 08/2018 |
| Mcdonald's | Washington | MI | 11/2015 | 01/2017 |
| Unemployed | Plymouth | MI | 01/2022 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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