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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| OH | RA | APPROVED | 2023-01-17 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Nationwide Insurance | Columbus | OH | 02/2016 | 07/2017 |
| Jpmorgan Securities | Columbus | OH | 08/2017 | 03/2019 |
| Lincoln Douglas Investments, Llc | Mt Vernon | OH | 06/2020 | 06/2022 |
| Unemployed | Etna | OH | 07/2019 | 10/2019 |
| Power Home Solar | Columbus | OH | 02/2019 | 07/2019 |
| Masters Insurance Group | Westerville | OH | 10/2019 | 06/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-31 |
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