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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
480 Pierce St Floor 02, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P & M Corporate Finance, Llc | Southfield | MI | 09/2017 | 09/2020 |
| Michigan State University | East Lansing | MI | 01/2014 | 05/2017 |
| Jefferies Llc | Dallas | TX | 10/2022 | 02/2024 |
| Goldman Sachs | Dallas | TX | 10/2020 | 10/2022 |
| P&M Corporate Finance | Southfield | MI | 03/2024 | 07/2025 |
| Unemployed | Chicago | IL | 06/2017 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Birmingham | MI | 07/2025 | Present |
| J.P. Morgan Securities Llc | Birmingham | MI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-01 |
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