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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-29 |
| TX | RA | APPROVED | 2024-03-29 |
Branch Locations
480 Pierce St Floor 02, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Birmingham | MI | 08/2014 | Present |
| Jpmorgan Chase Bank Na | Birmingham | MI | 07/2014 | Present |
Entity Name: Dollars For Scholars Investment related: Yes "Address: www.drdfs.org 100 Renaissance Center, Detroit, MI 48243" Nature of the other business: Social Services Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: DFS helps local students prepare for life after high school, through scholarships and academic support, to enable post-secondary success. I am on the investment committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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