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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
Highland Charter Township, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A | Walled Lake | MI | 05/2010 | 09/2020 |
| J.P. Morgan Securities Llc | Walled Lake | MI | 10/2012 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 09/2020 | 03/2021 |
| Bank Of America N.A. | Bloomfield Hills | MI | 09/2020 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | Clarkston | MI | 03/2021 | 12/2023 |
| Jp Morgan Securities, Llc | Clarkston | MI | 03/2021 | 12/2023 |
| Fidelity Investments | Ann Arbor | MI | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131607|OrgNmn:North Winds Travel LLC|Org Addr:Highland,Michigan,US|OBA Nature:Travel bookings and reservatio|Invst Rel:N|Title:Owner|Duties:Generally oversee transactions. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-105285|OrgNmn:Hi5 Nails and Spa LLC|Org Addr:EAST LANSI,Michigan,US|OBA Nature:NAIL SALON THAT DOES MANICURES|Invst Rel:N|Title:PART OWNER|Duties:PART OWNER/ GENERAL MANAGEMENT|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-18 |
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