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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-03 |
Branch Locations
620 Countryside Drive, Columbia City, IN 46725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Columbia City | IN | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Columbia City | IN | 05/2026 | Present |
| Unemployed | Warsaw | IN | 12/2025 | 04/2026 |
| Reynolds Wealth Management | Fort Wayne | IN | 04/2024 | 11/2025 |
| Unemployed | Warsaw | IN | 12/2023 | 03/2024 |
| Fidelity Investments | Jacksonville | FL | 05/2021 | 11/2023 |
| M&D Lawn Care And Landscapes | Warsaw | IN | 06/2020 | 12/2021 |
| Unemployed | Warsaw | IN | 12/2019 | 05/2020 |
| Lake City Motors | Warsaw | IN | 05/2019 | 11/2019 |
| Unemployed | Warsaw | IN | 05/2016 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
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