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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| MI | RA | APPROVED | 2025-09-04 |
Branch Locations
5380 Northland Drive N.E., Grand Rapids, MI 49525 • United States
3238 Knapp Street Ne, Grand Rapids, MI 49525 • 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 | 07/2014 | Present |
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 05/2012 | Present |
| The Counting House, Llc. | Grand Rapids | MI | 11/2018 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-08 |
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