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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED_RES | 2025-05-13 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 10/2013 | 04/2025 |
| Iccustoms, Llc | Columbus | OH | 12/2021 | Present |
| J.P. Morgan Securities Llc | Westerville | OH | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 05/2025 | Present |
Entity Name: ICCUSTOMS, LLC Investment related: No Address: Private Residence Nature of the other business: Custom Crystals Position/Title/Relationship: Owner/Partner Start Date: 12/20/2021 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a custom crystal business that I created in December of 2021. I have not been able to invest time into getting this business up and running fully, however it is a business for which I am the Sole owner of.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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