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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2024-04-17 |
| OH | RA | APPROVED | 2024-04-14 |
Branch Locations
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
13520 Beach Blvd, Jacksonville, FL 32224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Westerville | OH | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 08/2022 | Present |
| Applebee's | Ashland | OH | 10/2021 | 05/2022 |
| Northwestern Mutual | Akron | OH | 01/2021 | 08/2021 |
| Unemployed | Akron | OH | 08/2012 | 12/2020 |
| Unemployed | Akron | OH | 09/2021 | 09/2021 |
| Unemployed | Akron | OH | 06/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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