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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
1111 Polaris Pkwy, Floor 1C, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 08/2016 | 12/2017 |
| Jpmorgan Securities Llc | Columbus | OH | 12/2017 | 10/2019 |
| Morgan Stanley | Columbus | OH | 10/2019 | 12/2023 |
| E*Trade Securities, Llc | Columbus | OH | 10/2022 | 09/2023 |
| Nationwide Investment Services Corporation | Columbus | OH | 03/2024 | 11/2024 |
| Morgan Stanley | Columbus | OH | 11/2024 | 07/2025 |
| J.P. Morgan Securities Llc | Columbus | OH | 07/2025 | Present |
| Global Shares Inc | Columbus | OH | 07/2025 | Present |
| Unemployed | Columbus | OH | 01/2024 | 02/2024 |
*622536- Neon Homes and Equity LLC; Investment related-Yes; Columbus, Ohio; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 1; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-24 |
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