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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| OH | RA | APPROVED | 2022-09-09 |
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 |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 06/2020 | 01/2022 |
| Crop Bistro | Cleveland | OH | 10/2016 | 01/2024 |
| Cerity Partners | Cleveland | OH | 05/2019 | 08/2019 |
| American Income Life | Cleveland | OH | 06/2017 | 09/2017 |
| Solar/Polarx | North Olmsted | OH | 05/2014 | 10/2016 |
| J.P. Morgan Securities Llc | Columbus | OH | 02/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 02/2022 | Present |
| Baldwin Wallace | Berea | OH | 06/2016 | 01/2017 |
| Norris Mahoney Inc | North Omlsted | OH | 07/2014 | 02/2017 |
| Bistro On The Falls | Olmsted Falls | OH | 04/2023 | 01/2024 |
| Unemployed | Cleveland | OH | 10/2017 | 04/2019 |
| Unemployed | Cleveland | OH | 09/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-29 |
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