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Catharine O. Betzig

Diversified Portfolios, Inc.

Bloomfield Hills, MI

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Current Employers
Diversified Portfolios, Inc.

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-05-07
  • MI RA
    APPROVED
    Since 2024-05-07

Branch Locations

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 03/2018 10/2019
Unemployed - Homemaker Chicago IL 04/2017 03/2018
The Northern Trust Company Chicago IL 10/2016 03/2017
The Northern Trust Company Chicago IL 12/2012 10/2016
Morgan Stanley Private Bank, N.A. Chicago IL 05/2018 10/2019
Jpmorgan Chase Bank Na Birmingham MI 10/2019 05/2022
Jpmorgan Securities Llc Birmingham MI 10/2019 05/2022
Forte Belanger Troy MI 05/2022 07/2023
Homemaker Birmingham MI 07/2023 04/2024
Diversified Portfolios, Inc. Bloomfield Hills MI 04/2024 Present
  • 03/2018 → 10/2019
    Morgan Stanley
    Chicago, IL
  • 04/2017 → 03/2018
    Unemployed - Homemaker
    Chicago, IL
  • 10/2016 → 03/2017
    The Northern Trust Company
    Chicago, IL
  • 12/2012 → 10/2016
    The Northern Trust Company
    Chicago, IL
  • 05/2018 → 10/2019
    Morgan Stanley Private Bank, N.A.
    Chicago, IL
  • 10/2019 → 05/2022
    Jpmorgan Chase Bank Na
    Birmingham, MI
  • 10/2019 → 05/2022
    Jpmorgan Securities Llc
    Birmingham, MI
  • 05/2022 → 07/2023
    Forte Belanger
    Troy, MI
  • 07/2023 → 04/2024
    Homemaker
    Birmingham, MI
  • 04/2024 → Present
    Diversified Portfolios, Inc.
    Bloomfield Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
  • S66 Uniform Combined State Law Examination
    2018-05-31
Other Names
  • Catharine Conklin O'BRien
  • Catharine Obrien Betzig
  • Catharine O'BRien Betzig

View on SEC IAPD

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Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

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