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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-28 |
| CA | RA | APPROVED | 2023-06-16 |
| MI | RA | APPROVED | 2023-06-16 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Troy | MI | 04/2017 | 06/2017 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2019 | 03/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2019 | 03/2022 |
| Impact Analytical | Midland | MI | 01/2019 | 05/2019 |
| Levy Restaurants | Clarkston | MI | 06/2018 | 10/2018 |
| Unforgettable Occasions | Lake Orion | MI | 06/2015 | 08/2017 |
| Opa Food And Spirits | Lake Orion | MI | 06/2016 | 12/2016 |
| Northwood University | Midland | MI | 08/2014 | 08/2019 |
| Unemployed | Lake Orion | MI | 09/2019 | 09/2019 |
| Morgan Stanley | San Francisco | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-10 |
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