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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| OH | RA | APPROVED | 2023-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 03/2023 |
| American Income Life | Columbus | OH | 08/2020 | 12/2020 |
| Ticketsmarter | Overland Park | KS | 07/2020 | 10/2020 |
| Notre Dame-Cathedral Latin School | Chardon | OH | 08/2013 | 07/2020 |
| J.P. Morgan Securities Llc | Sylvania | OH | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Sylvania | OH | 03/2023 | Present |
| Equitable Financial Life Insurance Co | New York | NY | 02/2021 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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