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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
480 Pierce St Floor 02, Birmingham, MI 48009 • United States
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Birmingham | MI | 02/2010 | Present |
| J.P. Morgan Securities Llc | Birmingham | MI | 06/2011 | Present |
| M2 Ventures Llc | Plymouth | MI | 06/2018 | 04/2021 |
| M2 Re Ventures Llc | Plymouth | MI | 08/2022 | Present |
Entity Name: Greening of Detroit Investment related: Yes Address: 13000 W McNichols Rd, Detroit, MI 48235 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Greening of Detroit is a non-profit organization focused on enhancing the quality of life for Detroiters by planting trees, providing job training and involving our youth in the education of the natural environment. We involve Detroiters in the process through community engagement, green spaces, education and jobs. I am currently on the Finance Committee and have recently been asked to be the Treasurer. Entity Name: M2 RE Ventures LLC Investment related: No Address: 12313 Duxbury Court, Plymouth, MI 48170 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/16/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental properties that I personally own
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
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