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Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
LATHRUP VILLAGE, MI | TROY, MI | FLINT, MI | OXFORD, MI | ORION TOWNSHIP, MI | WATERFORD, MI | AUBURN HILLS, MI | PONTIAC, MI | ROCHESTER HILLS, MI | ORTONVILLE, MI | STERLING HEIGHTS, MI | ROCHESTER, MI | HIGHLAND, MI | Troy, MI | Rochester, MI | HARTLAND, MI | CLARKSTON, 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 | Apr 15, 2025 | n/a | yes | ORION TOWNSHIP, MI|Rochester, MI|Troy, MI|Troy, MI|ROCHESTER HILLS, MI|STERLING HEIGHTS, MI|HARTLAND, MI|CLARKSTON, MI|AUBURN HILLS, MI|ORTONVILLE, MI|FLINT, MI|WATERFORD, MI|WATERFORD, MI|PONTIAC, MI|CLARKSTON, MI|TROY, MI|ROCHESTER, MI|LATHRUP VILLAGE, MI|HIGHLAND, MI|OXFORD, MI|TROY, MI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 29, 2019 | Mar 17, 2025 | no | SACRAMENTO, CA|CHARLOTTE, NC|BLOOMFIELD HILLS, MI|ALBANY, NY|BOSTON, MA|ATLANTA, GA|SAGINAW, MI|LOS ANGELES, CA|Royal Oak, MI | Previous registration |
| IMPACTFIRST, LLC | n/a | Aug 16, 2018 | Nov 13, 2018 | no | ROYAL OAK, MI | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 12, 2007 | Oct 11, 2012 | no | GRAND RAPIDS, MI|DES MOINES, IA|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Mar 17, 2025 | Apr 15, 2025 | 29 | Firm change | Wirehouse to wirehouse |
| IMPACTFIRST, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 13, 2018 | Oct 29, 2019 | 350 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | IMPACTFIRST, LLC | Oct 11, 2012 | Aug 16, 2018 | 2,135 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:79:MI:2025-03-13 | Mar 17, 2025 | Apr 15, 2025 | ROYAL OAK, MI | Firm change |