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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Willoughby | OH | 10/2022 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Willoughby | OH | 10/2022 | 10/2025 |
| Progressive Insurance | Mayfield | OH | 05/2019 | 10/2022 |
| Bryant Stratton College | Solon | OH | 12/2018 | 05/2019 |
| Inogen | Brooklyn | OH | 07/2018 | 12/2018 |
| Aerotek | Akron | OH | 08/2016 | 06/2018 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2025 | 01/2026 |
| Keybank | Stowe | OH | 10/2025 | 01/2026 |
| Pnc Wealth Management | Hudson | OH | 01/2026 | Present |
| Pnc Bank | Hudson | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
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