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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED_RES | 2023-01-31 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 12/2022 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 02/2023 | Present |
Entity Name: Crowdshare LLC Investment related: Y Address: Roanoke, TX 76262 Position/Title/Relationship: I am a capital investor only Start Date: 06/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a capital investor only and will have no role in the company that would impact my current position at JPM. I*1242256 For profit or not for profit: Entity For Profit Name of outside business organization: INGRAM FAMILY, LLC Investment related: No Address of business: Fairview, Texas, 75069 Position, title, association: Owner Start date of relationship: 4/3/2023 Number of hours devoted: 1 hour Yearly Number of hours devoted during trading hours: 0 Duties: This is my family LLC organized for the purpose of private investments. I am a 25% equity owner of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-20 |
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