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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-21 |
| TX | RA | APPROVED_RES | 2022-07-21 |
Branch Locations
2 West Main, Amelia, OH 45102 • United States
8632 Beechmont Avenue, Cincinnati, OH 45255 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2008 | 06/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2022 |
| Fidelity Brokerage Services Llc | Boston | MA | 01/2008 | 06/2022 |
| Strategic Advisers Llc | Amelia | OH | 10/2010 | 07/2018 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 07/2022 | Present |
| Strategic Advisors | Amelia | OH | 10/2010 | 07/2018 |
| Instacart | Amelia | OH | 11/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
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