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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-08 |
| OH | RA | APPROVED | 2024-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase | North Canton | OH | 09/2010 | 06/2020 |
| J.P. Morgan Securities Llc | North Canton | OH | 10/2012 | 06/2020 |
| Raymond James Financial Services Inc | Akron | OH | 06/2020 | 12/2023 |
| Raymond James Financial Services Advisors | Akron | OH | 06/2020 | 12/2023 |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas | Akron | OH | 06/2020 | 12/2023 |
| J.P. Morgan Securities Llc | Canton | OH | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Canton | OH | 12/2023 | Present |
| Group Management Services, Inc. | Akron | OH | 06/2020 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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