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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| OH | RA | APPROVED | 2025-06-17 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 07/2022 | Present |
| Westpoint Financial Group | Columbus | OH | 07/2021 | 06/2022 |
| Bob Caldwell Cjdr | Columbus | OH | 01/2022 | 06/2022 |
| Aptask | Columbus | OH | 08/2020 | 07/2021 |
| Adecco | Columbus | OH | 06/2018 | 12/2019 |
| Pcc Airfoils | Mentor | OH | 05/2017 | 08/2017 |
| Unemployed | Columbus | OH | 09/2016 | 04/2017 |
| Unemployed | Columbus | OH | 09/2017 | 05/2018 |
| Unemployed | Columbus | OH | 01/2020 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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