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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| MI | RA | APPROVED | 2022-12-06 |
Branch Locations
141 E. Michigan Avenue, Kalamazoo, MI 49007 • United States
5689 St. Joseph Road, Stevensville, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Sawyer | MI | 06/2015 | 09/2022 |
| J.P. Morgan Securities Llc | Stevensville | MI | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Stevensville | MI | 10/2022 | Present |
| Fifth Third Securities, Inc | Sawyer | MI | 09/2017 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-26 |
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