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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
| OH | RA | APPROVED | 2020-11-03 |
Branch Locations
120 South Fourth Street, Coshocton, OH 43812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank, N.A. | Elkins | WV | 04/2017 | 07/2020 |
| The Midstate Group | Lynchburg | VA | 07/2015 | 11/2016 |
| Unemployed | Monroe | VA | 12/2016 | 04/2017 |
| The Huntington National Bank Na | Pickerington | OH | 07/2020 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 10/2020 | 08/2023 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2020 | Present |
| The Huntington Investment Company | Elkins | WV | 04/2017 | 07/2020 |
| The Huntington Investment Company | Pickerington | OH | 07/2020 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Coshocton | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
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