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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-16 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc | Grand Rapids | MI | 04/2014 | 02/2020 |
| Pruco Securities , Llc | Grand Rapids | MI | 02/2020 | 05/2022 |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 07/2022 | 07/2024 |
| Prudential Financial Planning Services | Grand Rapids | MI | 02/2020 | 05/2022 |
| Mdrn Capital, Llc | Rockford | MI | 09/2024 | Present |
Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-09 |
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