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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
200 Ottawa Ave Nw, Floor 4, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pantry Of Forest Hills | Grand Rapids | MI | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 03/2026 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 03/2026 | Present |
| Pmcf Advisors Llc | Southfield | MI | 08/2021 | 03/2026 |
| Cascade Partners | Southfield | MI | 02/2021 | 08/2021 |
| University Of Michigan | Ann Arbor | MI | 05/2019 | 04/2021 |
| General Motors | Detroit | MI | 03/2017 | 02/2021 |
| Ernst & Young Llp | Detroit | MI | 07/2014 | 03/2017 |
Entity Name: The Pantry of Forest Hills Investment related: No "Address: 850 Forest Hill Ave SE. Grand Rapids, MI 49546 https://thepantryforesthills.com/" Nature of the other business: Coffee Shop Position/Title/Relationship: Owner/Partner Start Date: 09/23/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coffee shop / corner store.I'm an investor and provide advice / analysis (company strategy/financial performance) for free to the owner operator on an ad hoc basis. The company is not a supplier, although I could see meeting clients there, or using them as a caterer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
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