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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-29 |
Branch Locations
227 West Monroe Street Suite 5900, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 07/2023 | 05/2025 |
| Bdo Usa | Troy | MI | 06/2022 | 08/2022 |
| Rx Savings Solutions | Overland Park | KS | 06/2021 | 08/2021 |
| Grosse Pointe Yacht Club | Grosse Pointe Farms | MI | 06/2019 | 08/2020 |
| Indiana University Bloomington | Bloomington | IN | 08/2019 | 05/2023 |
| Trion Solutions, Inc. | Grosse Pointe Farms | MI | 05/2019 | 08/2019 |
| Unemployed | Grosse Pointe Farms | MI | 07/2013 | 04/2019 |
| Unemployed | Grosse Pointe Farms | MI | 06/2023 | 06/2023 |
| Sanford C. Bernstein & Co., Llc | Chicago | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-24 |
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