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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-14 |
| OH | RA | APPROVED | 2021-07-21 |
Branch Locations
Westerville, OH • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Investment Managment Inc. | Westerville | OH | 08/2013 | 12/2016 |
| J.P. Morgan Institutional Investments Inc. | Westerville | OH | 08/2013 | 07/2021 |
| Jpmorgan Investment Management Inc. | Westerville | OH | 09/2016 | 07/2021 |
| Fisher Investments | Camas | WA | 07/2021 | Present |
Entity Name: To be determined. Investment related: Yes Address: Westerville, OH 43081 Nature of the other business: Planning to purchase a home or duplex to rent out for income. Position/Title/Relationship: Owner/Partner Start Date: 01-Apr-2020 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Upkeep of rental properties and find renter for properties. the name of the other business; Little league whether the business is investment-related; no the address of the other business; PO Box 1198 Westerville, OH 43086 the nature of the other business; Assistant Coach your position; Assistant Coach title, or relationship with the other business; Assistant Coach the start date of your relationship; 03/30/2026 the approximate number of hours/week you devote to the other business; 2 per week 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; Help coach little league baseball players.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-21 |
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