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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-19 |
| IL | RA | APPROVED | 2019-04-26 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 11/2011 | 04/2019 |
| Jp Morgan Chase Bank, N.a. | Lansing | IL | 04/2019 | Present |
| Jp Morgan Securities, Llc | Lansing | IL | 04/2019 | Present |
| Bank Of America, N.A. | Chicago | IL | 11/2011 | 04/2019 |
| I Am U, Inc | Chicago | IL | 07/2020 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: I AM U, INC POSITION: OWNER START DATE: 7/1/2020 ADDRESS: 1528 Chicago, IL DETAILS: A FAITH-BASED BUSINESS TO HELP MOTIVE AND INSPIRE PEOPLE. WILL MENTOR AND MOTIVATE PEOPLE TO BE THEIR BEST SELVES WHILE LEADING WITH FAITH. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
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