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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-18 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
997 Morrison Dr., Suite 401, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 01/2020 | 02/2022 |
| Recreational Physical & Activity Center /Ohio State/Life Facilty | Columbus | OH | 12/2016 | 10/2018 |
| Bmo Harris Bank | Columbus | OH | 06/2018 | 08/2018 |
| Pnc Wealth Mangement | Columbus | OH | 05/2019 | 08/2019 |
| Scioto Country Club | Columbus | OH | 05/2017 | 08/2017 |
| Swensons | Columbus | OH | 10/2018 | 08/2019 |
| Unemployed | Columbus | OH | 09/2019 | 01/2020 |
| Unemployed | Columbus | OH | 09/2016 | 11/2016 |
| J.P. Morgan Institutional Investments Inc. | New York | NY | 02/2022 | 05/2025 |
| J.P. Morgan Investment Management Inc. | New York | NY | 02/2022 | 05/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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