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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| CO | RA | APPROVED | 2026-01-20 |
Branch Locations
12505 E Lincoln Ave, Englewood, CO 80112 • United States
5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 09/2022 | 08/2024 |
| Nationwide Financial | Grandview Heights | OH | 06/2019 | 10/2019 |
| Verizon Wireless | Dublin | OH | 04/2019 | 05/2019 |
| Huntington National Bank | Columbus | OH | 03/2017 | 02/2018 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 10/2019 | 08/2020 |
| Paramount Residential Mortgage Group | Delaware | OH | 01/2021 | 07/2022 |
| Blue Ridge Bank | Myrtle Beach | SC | 08/2020 | 01/2021 |
| Lerner New York/New York & Company | Dublin | OH | 07/2018 | 09/2018 |
| Huntington National Bank | Columbus | OH | 08/2018 | 03/2019 |
| One Hope Wine | Delaware | OH | 05/2022 | 05/2024 |
| Keller Mortgage | Dublin | OH | 03/2018 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 01/2015 | 03/2017 |
| J.P. Morgan Securities Llc | Columbus | OH | 03/2023 | 08/2024 |
| Wells Fargo Bank, Na | Englewood | CO | 09/2024 | Present |
| Wells Fargo Clearing Services, Llc | Englewood | CO | 09/2024 | Present |
RENTAL PROPERTY - 16860; INV RELATED;PARKER,CO; RENT;0.01% OWNERSHIP; START DATE: 02/27/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; AU AUDIO PRODUCTIONS ; NOT INV RELATED;LOVELAND,CO; MUSIC PRODUCTION;100% OWNERSHIP; START DATE: 03/24/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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