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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED_RES | 2024-07-16 |
Branch Locations
127 N Elizabeth St Floor 01, Lima, OH 45801 • United States
2030 W. Michigan St, Sidney, OH 45365 • United States
3450 W Siebenthaler Ave, Dayton, OH 45406 • United States
9650 Olde Us 20, Rossford, OH 43460 • United States
2601 Navarre Ave, Oregon, OH 43616 • United States
5756 Monroe St, Sylvania, OH 43560 • United States
205 West Market Street, Celina, OH 45822 • United States
101 S Main St, Bowling Green, OH 43402 • United States
2665 Ft. Amanda Road, Lima, OH 45804 • United States
135 S. Main Street, Bluffton, OH 45817 • United States
500 South Main Street, Findlay, OH 45840 • United States
801 Defiance Street, Wapakoneta, OH 45895 • United States
1011 W. Main Street, Troy, OH 45373 • United States
6504 Airport Hwy, Holland, OH 43528 • United States
750 N Cable Rd, Lima, OH 45805 • United States
1799 Harding Highway, Lima, OH 45804 • United States
401 Spring Street, Piqua, OH 45356 • United States
1917 Tiffin Avenue, Findlay, OH 45840 • United States
3301 Secor Rd, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 05/2016 | 02/2017 |
| Huntington Investment Company | Columbus | OH | 03/2017 | 11/2018 |
| The Huntington Investment Company | Maumee | OH | 02/2017 | 07/2024 |
| Pnc Financial | Pittsburgh | PA | 05/2016 | 02/2017 |
| J.P. Morgan Securities Llc | Toledo | OH | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Toledo | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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