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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-17 |
| OH | RA | APPROVED | 2020-06-30 |
| TX | RA | APPROVED | 2020-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Summerfield | FL | 02/2017 | 12/2017 |
| Unemployed | The Villages | FL | 01/2017 | 01/2017 |
| Miami University | Oxford | OH | 08/2013 | 12/2016 |
| Merill Lynch, Pierce, Fenner & Smith Incorporated | The Villages | FL | 01/2018 | 03/2020 |
| Bank Of America, N.A. | The Villages | FL | 01/2018 | 03/2020 |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 03/2020 | Present |
| J.P. Morgan Securities Llc | Cincinnati | OH | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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