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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| MI | RA | APPROVED | 2023-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Planning | Brighton | MI | 05/2018 | 08/2018 |
| Dietz Nexstage Financial Management | South Bend | IN | 05/2017 | 05/2018 |
| Td Ameritrade Investment Management, Llc | Birmingham | MI | 03/2021 | 03/2023 |
| Td Ameritrade, Inc | Birmingham | MI | 03/2021 | 03/2023 |
| Charles Schwab And Co., Inc. | Birmingham | MI | 01/2022 | 03/2023 |
| Td Ameritrade, Inc | Birmingham | MI | 10/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Birmingham | MI | 02/2020 | 12/2020 |
| J.P. Morgan Securities Llc | Canton | MI | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Canton | MI | 03/2023 | Present |
| Charles Schwab | Birmingham | MI | 03/2021 | 03/2023 |
| Unemployed | Birmingham | MI | 09/2016 | 04/2017 |
| Unemployed | Birmingham | MI | 09/2018 | 09/2018 |
| Unemployed | Birmingham | MI | 02/2021 | 02/2021 |
| Maidlow Pediatrics | Van Buren Twp | MI | 07/2026 | Present |
Entity Name: Maidlow Pediatrics Investment related: No Address: Private Residence Nature of the other business: Medical Position/Title/Relationship: Employee/Contractor Start Date: 07/27/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife's pediatric practice in the city of Belleville to provide medical services to individuals under 21 years of age by a licensed physician MD. I will be doing minimal administrative work for this company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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