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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-18 |
Branch Locations
110 N Wacker Dr, Chicago, IL 60606 • United States
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Benton Harbor | MI | 05/2017 | 02/2018 |
| Raymond James & Associates | Ann Arbor | MI | 08/2016 | 05/2017 |
| Jp Morgan Chase Bank | Benton Harbor | MI | 05/2017 | 02/2018 |
| Huntington National Bank | Grand Rapids | MI | 02/2018 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/2024 | Present |
I*1992262, Entity Type, Entity Charitable, Name of OBA: Ready for School, Address: Holland, MI, 49423, Investment Related: No, Position, Title, Association: Treasurer, Board Member, Employee Start Date: 01/02/2024, No Hours: 1hr/Weekly, No Hours during trading: 0, Duties: Review financial reports completed by organization's accountant and provide read out to board of directors. Provide advice to Executive Director on financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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