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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| OH | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 10/2017 | 06/2020 |
| J.P. Morgan Securities Llc | Westerville | OH | 06/2020 | 12/2024 |
| Cheesecake Factory Inc | Columbus | OH | 04/2017 | 11/2017 |
| O'CHarleys, Abrh Llc | Columbus | OH | 01/2016 | 05/2017 |
| Dippin Dots, Indus Gold | Columbus | OH | 05/2013 | 03/2017 |
| Nada Columbus | Columbus | OH | 11/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 01/2025 | Present |
| Indus Gold Inc | Dublin | OH | 05/2013 | 03/2017 |
| Bank Of America, N.A. | Columbus | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-18 |
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