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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| MI | RA | APPROVED | 2025-05-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Utica | MI | 08/2016 | 10/2017 |
| Jpmorgan Chase Bank | Utica | MI | 08/2016 | 10/2017 |
| The Productivity Team | Lake Orion | MI | 11/2017 | 09/2019 |
| Morenci Brothers Holding Group | Lake Orion | MI | 09/2019 | 11/2021 |
| Lakeshore Benefit Group (At Aspen, Llc) | Rochester | MI | 11/2021 | Present |
| Equitable Advisors, Llc | New York | NY | 11/2021 | Present |
AT ASPEN LLC, DIRECTOR OF OPERATIONS MANAGING TEAM OF ASSISTANTS, 11/2021, 160 HOURS PER MONTH. ROCHESTER REGIONAL CHAMBER OF COMMERCE, NETWORKING MEMBER, 9/2024 6 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-29 |
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