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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-16 |
Branch Locations
39820 W. Eight Mile Rd, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tampa | FL | 06/2021 | 08/2022 |
| Arbonne International Llc | Lynchburg | VA | 12/2014 | 11/2017 |
| Rover.cOm / A Place For Rover, Inc. | Lynchburg | VA | 06/2018 | 10/2021 |
| Key Investment Services Llc | Ann Arbor | MI | 09/2022 | 02/2023 |
| Key Bank | Ann Arbor | MI | 08/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Northville | MI | 02/2023 | Present |
| Jpmorgan Chase Bank (Mi) | Northville | MI | 02/2023 | Present |
| Wells Fargo Bank Na | Lynchburg | VA | 03/2016 | 06/2021 |
| Wells Fargo Bank, Na | Tampa | FL | 06/2021 | 01/2022 |
| Wells Fargo Bank, Na | Tampa | FL | 01/2022 | 08/2022 |
| Higher Education | New Hudson | MI | 07/2024 | 10/2024 |
RENTAL PROPERTY; INV. RELATED;1029 Morey Place, Lynchburg, VA - Role; owner/ Property Manager, 100% Ownership; START DATE 06/20/2021; 1 HR/month - Zero during trading, Income $13,200.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-18 |
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