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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| OH | RA | APPROVED | 2022-12-20 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
Blacklick, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Columbus | OH | 07/2021 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 07/2021 | 07/2021 |
| The Huntington Investment Company | Columbus | OH | 10/2019 | 06/2021 |
| Morgan Stanley | Columbus | OH | 06/2009 | 10/2019 |
| Morgan Stanley | Columbus | OH | 04/2004 | 10/2019 |
| Morgan Stanley | Columbus | OH | 11/2022 | Present |
Entity Name: Willow Brook Crossing Homeowners Association Investment related: N "Address: P.O. Box 155 Blacklick, OH 43004" Nature of the other business: HOA Position/Title/Relationship: Board Member Start Date: 11/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Treasurer for the HOA. Receive annual dues payments from homeowners, pay bills on behalf of HOA, provide financial reports to homeowners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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