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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-10-04 |
| OH | RA | APPROVED | 2024-05-25 |
Branch Locations
3415 Vision Dr., Columbus, OH 43219 • United States
4000 Morse Crossing, Columbus, OH 43219 • United States
1551 Morse Road, Columbus, OH 43229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Gahanna | OH | 03/2024 | 06/2024 |
| Terry Webb | Columbus | OH | 01/2005 | Present |
| J.P. Morgan Securities Llc | Gahanna | OH | 03/2024 | 06/2024 |
| Jp Morgan Chase Bank, N.A. | Gahanna | OH | 06/2024 | Present |
| J.P. Morgan Securities Llc | Gahanna | OH | 06/2024 | Present |
| 2154 N Cornell St Columbus Ohio 43219 | Columbus | OH | 06/2024 | Present |
Entity Name: Vacant Lot Investment related: No Address: columbus ohio Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/25/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own vacant lot next to a rental property i own Entity Name: Terry Webb Investment related: No Address: 700-702 Columbus Ohio Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/18/2006 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Entity Name: 2157 COLUMBUS OHIO Investment related: No Address: 2157 COLUMBUS OHIO Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/22/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: OWNER OF RENTAL PROPERTY Entity Name: Terry Webb Investment related: No Address: 1012 Columbus, OH Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/09/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: owner of rental property the name of the other business; Terry Webb whether the business is investment-related; No the address of the other business; 700-702 sheldon ave columbus ohio 43207 the address of the other business; 974-976 n cassady ave columbus ohio 43219 the address of the other business; 1012 n cassady ave columbus ohio 43219 the address of the other business; 2157 cornell st columbus ohio 43219 the address of the other business; 970 n cassady ave columbus ohio 43219 the nature of the other business; Rental properties your position; Owner title, or relationship with the other business; owner/property manager the start date of your relationship; 1/2005 the approximate number of hours/month you devote to the other business; 9 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Property management Entity Name: 2154 n cornell st columbus ohio 43219 Investment related: No Address: columbus ohio 43219 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/17/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: buy a new rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-22 |
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