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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
| OH | RA | APPROVED | 2021-07-02 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
1111 Polaris Parkway 3G, Columbus, OH 43240 • United States
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 |
|---|---|---|---|---|
| Pds Planning, Inc. | Columbus | OH | 08/2016 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 04/2021 | Present |
| J.P. Morgan Securities Llc | Columbus | OH | 04/2021 | Present |
| Group Management Services Inc | Columbus | OH | 08/2016 | 09/2020 |
| Unemployed | Westerville | OH | 10/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-27 |
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