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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntington Woods | MI | 04/2021 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Huntington Woods | MI | 04/2021 | 10/2022 |
| Apple | Clinton Township | MI | 10/2012 | 06/2021 |
| Wayne State University | Detroit | MI | 08/2017 | 04/2019 |
| Thrivent Financial | Appleton | WI | 10/2022 | 03/2023 |
| Thrivent Investment Management | Minneapolis | MN | 10/2022 | 03/2023 |
| Fidelity Investments | Detroit | MI | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-20 |
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