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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| MI | RA | APPROVED | 2025-03-19 |
Branch Locations
Bloomfield Hills, MI • United States
13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A | Livonia | MI | 08/2009 | 10/2016 |
| J.P. Morgan Securities Llc | Bloomfield Hills | MI | 01/2011 | 10/2016 |
| Morgan Stanley | Farmington Hills | MI | 11/2016 | 04/2020 |
| Jpmorgan Chase Bank Na | Birmingham | MI | 04/2020 | 03/2025 |
| Jpmorgan Securities Llc | Birmingham | MI | 04/2020 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 03/2025 | Present |
I*: 2249294Name: TEE SET GOLF CLUBInvestment related: NoAddress: BLOOMFIELD, MI 48323Position/Title/Relationship: Board MemberStart Date: 01/18/2025Approximate # of hours: 4 hrs mthlyApproximate # of hours during securities trading hours: 0Briefly describe your duties: ORGANIZATION IS A 501(C)4 SOCIAL GOLF CLUB, AN UNINCORPORATED ENTITY. WE HOST TOURNAMENTS AND RAISE FUNDS FOR SCHOLARSHIPS. I WOULD SERVE AS TREASURER AND CHAIR OF THE BUDGET COMMITTEE. RESPONSIBILITIES INCLUDE COLLECTING MEMBER DUES, REIMBURSEMENT OF MEMBER EXPENESE AND DISTRIBUTING SCHOLARSHIP FUNDS. WE MAINTAIN BALANCES IN ONE DEPOSIT ACCOUNT. THERE ARE NO INVESTMENTS OR ENDOWMENT FUNDS.I*: 2248285Entity Type: CharitableName of OBA: DETROIT FUTURE CITYAddress: Detroit, MI 48202Investment Related: NoPosition, Title, Association: Committee, Board MemberEmployee Start Date: 04/20/2022Number of Hours: Number of Hours during trading: 0Duties: Detroit Future City is a 501(c)3 organization that provides research to inform and guide initiatives, projects, and policies to foster equitable, inclusive, and sustainable growth in Detroit. I am a Board Member and I serve on the Fund Development Committee, tasked with raising funds to support the organization and its initiatives I*4171269 Entity Type: Entity For Profit Name of OBA: POWERED BY RPI LLC Address: Birmingham, Michigan, 48012 Investment Related: No Position, Title, Association: General Partner/Managing Member,Consultant/Independent Contractor Employee Start Date: 03/26/2026 Number of Hours: 20, Monthly Number of Hours during trading: 0, Monthly Duties: Consulting business that provides general business and professional development training services for topics including leadership skills, communication, and career development. Developing and delivering training materials and workshops. Materials are non-financial in scope and will not contain any investment advice or financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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