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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-04 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
2155 W Big Beaver Rd, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfp Services/ Schmitt-Sussman Enterprises | Metro Detroit | MI | 10/2016 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 04/2021 |
| Ubs Financial Services Inc. | Birmingham | MI | 04/2021 | 03/2023 |
| Edward Jones | Detroit | MI | 03/2023 | 06/2026 |
| J.P. Morgan Securities Llc | Troy | MI | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Troy | MI | 06/2026 | Present |
| Unemployed | Detroit | MI | 09/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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