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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-20 |
Branch Locations
1460 Walton Blvd Suite 204, Rochester Hills, MI 48309 • United States
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Grand Blanc | MI | 09/2019 | 01/2021 |
| Jpmorgan Securities Llc | Grand Blanc | MI | 09/2019 | 01/2021 |
| Jpmorgan Chase Bank N.A. | Grand Blanc | MI | 03/2017 | 08/2019 |
| Firstmerit Bank/Huntington Bank | Clio | MI | 07/2016 | 03/2017 |
| Applebees | Clio | MI | 03/2015 | 09/2016 |
| Michigan Financial Companies | Southfield | MI | 01/2021 | Present |
MICHIGAN FINANCIAL COMPANIES POSITION: Client Services & New Business Manager for Adam Walsh NATURE: I work directly with the advisor Adam Walsh as his registered assistant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 01/18/2021 ADDRESS: 28411 Northwestern Hwy, Southfield MI 48034, United States DESCRIPTION: Scheduling Adam's appointments, Paperwork processing, Account openings, Client services/relations, Following up on ServiceNet tickets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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