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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2025-09-15 |
| MI | RA | APPROVED | 2025-06-27 |
Branch Locations
2654 Main St, Santa Monica, CA 90405 • United States
1333 4Th St, Santa Monica, CA 90401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Bank | Detroit | MI | 04/2020 | 02/2021 |
| Enterprise | Eastpointe | MI | 01/2020 | 03/2020 |
| Wilmington College | Wilmington | OH | 08/2018 | 12/2019 |
| Thrivent Investment Management Inc | Golden Valley | MN | 05/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 05/2021 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Santa Monica | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | Santa Monica | CA | 10/2021 | Present |
| Wilmington College | Wilmington | OH | 08/2017 | 08/2018 |
| Kohls | University Center | MI | 11/2016 | 05/2017 |
| Unemployed | Clinton Township | MI | 03/2021 | 04/2021 |
| Taco Bell | Clawson | MI | 05/2017 | 08/2017 |
| Unemployed | Unemployed | MI | 08/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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