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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-05 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Grand Rapids | MI | 05/2021 | 11/2025 |
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 08/2015 | 11/2025 |
| Morgan Stanley | Grand Rapids | MI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-11 |
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