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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| IN | RA | APPROVED | 2023-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Brevard | NC | 01/2012 | 05/2022 |
| Fifth Third Securities, Inc | Brevard | NC | 09/2012 | 05/2022 |
| Lpl Financial Llc | Fort Wayne | IN | 06/2022 | 02/2023 |
| Premier Bank | Fort Wayne | IN | 05/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Columbia City | IN | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Columbia City | IN | 02/2023 | Present |
| Lpl Financial Llc | Fort Wayne | IN | 05/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-23 |
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