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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| NY | RA | APPROVED | 2024-07-17 |
| OH | RA | APPROVED | 2018-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Findlay | OH | 05/2016 | 11/2017 |
| W&S Brokerage Services, Inc. | Findlay | OH | 05/2016 | 11/2017 |
| Edward Jones | Findlay | OH | 12/2017 | 08/2018 |
| Mclane Company | Findlay | OH | 09/2017 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Findlay | OH | 10/2018 | 02/2023 |
| Unemployed | Findlay | OH | 09/2018 | 10/2018 |
| J.P. Morgan Securities Llc | Findlay | OH | 10/2018 | 02/2023 |
| Amazon | Findlay | OH | 09/2023 | 10/2023 |
| Proliferate Foundation | Richmond | VA | 10/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Findlay | OH | 02/2023 | Present |
| Jp Morgan Securities Llc | Findlay | OH | 02/2023 | Present |
Entity Name: Proliferate Foundation Investment related: No "Address: PO box 707, PMB 31839 Richmond, VA 23218 www.proliferatefoundation.org" Nature of the other business: Loan Services Position/Title/Relationship: Employee/Contractor Start Date: 10/16/2023 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization seeks out and helps churches that are just starting and spiritual organizations that are just starting out or within their first year. We select organizations to work with and provide loans or "returnable grants" to them to help with expenses and assets. I am a grant manager, I research and seek out churches and organizations to reach out to and present the opportunity to. It is not similar to my current role in any way and there is no connection to JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-17 |
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