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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| OH | RA | APPROVED | 2023-01-17 |
Branch Locations
420-424 Richland Avenue, Athens, OH 45701 • United States
2 South Court Street, Athens, OH 45701 • United States
10 Acme Street, Marietta, OH 45750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 10/2019 |
| National Life Group | Columbus | OH | 04/2018 | 10/2018 |
| Combined Insurance | Columbus | OH | 06/2017 | 04/2018 |
| American Income Life | Columbus | OH | 05/2017 | 06/2017 |
| Ohio University | Athens | OH | 08/2013 | 04/2017 |
| National Life Group | Columbus | OH | 10/2019 | 12/2019 |
| Pnc Investments | Pittsburg | PA | 10/2020 | 09/2021 |
| J.P. Morgan Securities Llc | Marietta | OH | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Marietta | OH | 01/2023 | Present |
| Perry & Associates | Marietta | OH | 11/2021 | 07/2022 |
| Unemployed | Pittsburgh | PA | 01/2020 | 09/2020 |
| Unemployed | Marietta | OH | 10/2021 | 10/2021 |
| Unemployed | Marietta | OH | 08/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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