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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-13 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • 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 |
|---|---|---|---|---|
| Grill 111 | Rockford | MI | 03/2016 | Present |
| Huntington Financial Advisors | Rockford | MI | 06/2020 | 04/2023 |
| Mdrn Capital, Llc | Rockford | MI | 08/2024 | Present |
| Jpmorgan Chase | Grand Rapids | MI | 10/2009 | 02/2017 |
| The Huntington Investment Company | Rockford | MI | 03/2017 | 04/2023 |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 10/2012 | 03/2017 |
1) Grill 111; Not investment-related; 111 Courtland, Rockford, MI. 49341; Restaurant; Server; Start date: 03/2016; Serving and bartending; Approx. 5% of time during the month. 2) Licensed insurance agent; Not investment-related; Rockford, MI. 49341; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
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