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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| OH | RA | APPROVED | 2021-10-08 |
Branch Locations
1111 Polaris Parkway, Columbus, OH 43240 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Dublin | OH | 03/2015 | 11/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Dublin | OH | 03/2015 | 10/2018 |
| The Huntington Investment Company | Columbus | OH | 11/2018 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 07/2021 | Present |
| J.P. Morgan Securities Llc | Columbus | OH | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
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