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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| OH | RA | APPROVED | 2023-02-09 |
Branch Locations
22801 Chagrin Boulevard, Beachwood, OH 44122 • United States
2355 East 89Th Street, Cleveland, OH 44106 • United States
22818 Lakeshore Boulevard, Euclid, OH 44123 • United States
14133 Cedar Rd, South Euclid, OH 44121 • 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 |
|---|---|---|---|---|
| Nationwide Investment Servies Corporation | Dublin | OH | 02/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Worthington | OH | 03/2020 | 01/2023 |
| J.P. Morgan Securities Llc | Westerville | OH | 01/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 01/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | South Euclid | OH | 06/2024 | Present |
| J.P. Morgan Securities Llc | South Euclid | OH | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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