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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 01/2022 | 08/2025 |
| Berkshire Hathaway Home Services Platinum Realty | Westerville | OH | 12/2019 | 12/2022 |
| Her Realty | Columbus | OH | 04/2018 | 12/2019 |
| Robert Half International Inc | San Ramon | CA | 05/2020 | 08/2020 |
| Sbl Enterprises Llc | Columbus | OH | 05/2021 | 06/2021 |
| Lyft | San Francisco | CA | 11/2017 | 04/2020 |
| Uber Technologies Inc. | San Francisco | CA | 11/2017 | 05/2020 |
| Emi Renovations Llc | Columbus | OH | 11/2018 | 12/2021 |
| Capital One Bank, N.A | Glen Allen | VA | 05/2011 | 09/2017 |
| Costco | Issaquah | WA | 10/2021 | 02/2022 |
| Amazon | West Jefferson | OH | 02/2022 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 08/2025 | Present |
| J..P. Morgan Securities Llc | Westerville | OH | 08/2025 | Present |
| Dunlap Car Rental Llc | Columbus | OH | 05/2025 | Present |
| Unemployed | Columbus | OH | 10/2017 | 10/2017 |
| Emi Renovations Llc | Columbus | OH | 11/2018 | Present |
Entity Name: Dunlap Car Rental LLC Investment related: No Address: 1717 W Fifth Ave. Columbus, OH 43212, US Nature of the other business: Vehicle Rental Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Customer Service Agent at an Independently Operated Car Rental Agency; not related to the Securities Industry or JP Morgan Securities LLC. Entity Name: EMI Renovations LLC Investment related: No Address: Private Residence Nature of the other business: Home Remodeling Position/Title/Relationship: Owner/Partner Start Date: 11/18/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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