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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-03 |
Branch Locations
54985 Van Dyke Avenue, Shelby Township, MI 48316 • United States
11555 16 Mile, Sterling Heights, MI 48312 • United States
74195 Fulton, Armada, MI 48005 • United States
67855 Van Dyke, Romeo, MI 48095 • United States
18276 Hall Road, Clinton Township, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G&L Cleaning Services | Bruce Twp | MI | 01/2007 | Present |
| Jp Morgan Securities Llc | Macomb | MI | 09/2017 | 10/2019 |
| Jpmorgan Chase Bank, Na | Macomb | MI | 11/2014 | 10/2019 |
| Fifth Third Bank | St. Clair | MI | 10/2019 | 06/2021 |
| Fifth Third Securities, Inc. | St. Clair | MI | 10/2019 | 06/2021 |
| Merrill Lynch / Bank Of America Corporation | Grand Blanc | MI | 06/2021 | 12/2021 |
| Fidelity Investments | Bruce Twp | MI | 01/2022 | 11/2022 |
| Fidelity Personal And Workplace Advisors | Bruce Twp | MI | 02/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 06/2021 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Fort Gratiot | MI | 01/2023 | 01/2026 |
| J.P. Morgan Securities Llc | Fort Gratiot | MI | 01/2023 | 01/2026 |
| Fifth Third Bank | Armada | MI | 02/2026 | Present |
| Fifth Third Securities | Armada | MI | 02/2026 | Present |
G&L Cleaning Services - Bruce, MI 48065 - commercial cleaner - account signer - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-02 |
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