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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| OH | RA | APPROVED | 2022-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 08/2020 | 12/2021 |
| One Stop Beverage Center | Columbus | OH | 03/2013 | 02/2017 |
| Big Mikes Auto Sales | Columbus | OH | 02/2017 | 01/2018 |
| Postmates | Columbus | OH | 06/2018 | 07/2018 |
| Innosource (Nationwide) | Columbus | OH | 08/2019 | 08/2020 |
| Narionwide Investment Advisors, Llc | Columbus | OH | 08/2021 | 12/2021 |
| Unemployed | Columbus | OH | 01/2018 | 06/2018 |
| Unemployed | Columbus | OH | 08/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Hilliard | OH | 12/2021 | Present |
| J.P. Morgan Securities Llc | Hilliard | OH | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
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