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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-19 |
| OH | RA | APPROVED | 2020-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Lexington | KY | 07/2016 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 10/2018 | 05/2020 |
| Bank Of America, N.A. | Cincinnati | OH | 10/2018 | 05/2020 |
| Jp Morgan Chase Bank, N.A. | Cincinnati | OH | 05/2020 | Present |
| Jp Morgan Securities, Llc | Cincinnati | OH | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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