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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-04 |
| TX | RA | APPROVED | 2021-08-04 |
Branch Locations
28790 Chagrin Blvd., Woodmere, OH 44122 • United States
5435 Northfield Road, Bedford Heights, OH 44146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 06/2017 | 03/2019 |
| Holimont Ski Club | Ellicotville | NY | 12/2011 | 06/2017 |
| Denison University | Granville | OH | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Pepper Pike | OH | 06/2017 | 03/2019 |
| Morgan Stanley | Cleveland | OH | 06/2019 | 06/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 06/2021 |
| J.P. Morgan Securities Llc | Chesterland | OH | 07/2021 | Present |
| J.P. Morgan Chase Bank, N.A. | Chesterland | OH | 07/2021 | Present |
| Unemployed | Cleveland | OH | 04/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
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