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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-11 |
Branch Locations
1100 Michigan Street Ne, Grand Rapids, MI 49503 • United States
2263 Wealthy St Se, East Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Grand Rapids | MI | 08/2021 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 08/2021 | Present |
| Northpointe Bank | Grand Rapids | MI | 04/2020 | 08/2021 |
| Saxonia-Franke | Grand Rapids | MI | 01/2020 | 03/2020 |
| Siga Development Llc | Grand Rapids | MI | 10/2016 | 12/2019 |
| Wolverine Worldwide | Rockford | MI | 05/2018 | 08/2018 |
| Grand Valley State University | Allendale | MI | 01/2018 | 08/2018 |
| Athletux Equine | Occiental | CA | 08/2017 | 02/2018 |
| Spectrum Health Medical Group | Grand Rapids | MI | 11/2015 | 01/2017 |
| Grand Valley State University | Grand Rapids | MI | 01/2017 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-02 |
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