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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-01 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Comstock Park | MI | 11/2021 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Comstock Park | MI | 11/2021 | 02/2023 |
| State Of Michigan | White Cloud | MI | 08/2017 | 10/2021 |
| Spectrum Health | Grand Rapids | MI | 02/2016 | 08/2017 |
| Fifth Third Bank | Grand Rapids | MI | 03/2023 | 01/2025 |
| Fifth Third Securities | Grand Rapids | MI | 03/2023 | 01/2025 |
| Morgan Stanley | Grand Rapids | MI | 08/2025 | Present |
| Fifth Third Bank | Grand Rapids | MI | 01/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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