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Advisor at J.P. MORGAN SECURITIES LLC
Grand Rapids, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 26, 2026 | n/a | yes | Grand Rapids, MI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 10, 2016 | Sep 29, 2022 | no | GRAND RAPIDS, MI | Previous registration |
| Straightline | Independent wealth | Jan 22, 2015 | Jul 14, 2022 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Sep 29, 2022 | Jun 26, 2026 | 1,366 | Firm change after gap | Wirehouse to wirehouse |
| Straightline | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 14, 2022 | Nov 10, 2016 | -2,072 | Firm change after gap | RIA to wirehouse |