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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty / Bankers Life | Saginaw | MI | 08/2015 | 07/2017 |
| Bankers Life Securities, Inc | Saginaw | MI | 01/2016 | 08/2017 |
| Bankers Life Advisory Services, Inc. | Saginaw | MI | 04/2016 | 08/2017 |
| Catholic Diocese Of Saginaw | Saginaw | MI | 07/2017 | 03/2019 |
| J.P. Morgan Securities Llc | Saginaw | MI | 03/2019 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Saginaw | MI | 03/2019 | 08/2022 |
| The Huntington Investment Company | Columbus | OH | 07/2022 | 10/2024 |
| Huntington National Bank | Columbus | OH | 08/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Saginaw | MI | 10/2024 | Present |
| J.P. Morgan Securities Llc | Saginaw | MI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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