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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-12 |
| MI | RA | APPROVED | 2021-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Bank | Troy | MI | 05/2016 | 06/2017 |
| Cetera Investment Advisers Llc | Troy | MI | 06/2016 | 05/2017 |
| Cetera Investment Services Llc | Troy | MI | 06/2016 | 05/2017 |
| Comerica Securities, Inc. | Farmington | MI | 06/2017 | 02/2021 |
| J.P. Morgan Chase Bank, N.A. | Lapeer | MI | 02/2021 | Present |
| J.P. Morgan Securities, Llc | Lapeer | MI | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-04 |
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