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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
| OH | RA | APPROVED | 2026-02-27 |
Branch Locations
16450 Chagrin Blvd, Shaker Heights, OH 44120 • United States
1318 Som Center Rd, Mayfield Heights, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chagrin Falls | OH | 07/2021 | 12/2025 |
| J.P. Morgan Securities Llc | Chagrin Falls | OH | 07/2021 | 12/2025 |
| Austinburg Nursing & Rehabilitation | Austinburg | OH | 03/2019 | 05/2021 |
| Aseracare | Cleveland | OH | 08/2018 | 03/2019 |
| Partners/Proscan Imaging | Naples | FL | 10/2017 | 08/2018 |
| Gulfshore Obgyn | Naples | FL | 04/2015 | 04/2017 |
| Safe Havens Security Services Llc | Naples | FL | 08/2017 | 09/2017 |
| Hca Of Naples Llc | Naples | FL | 04/2017 | 08/2017 |
| Unemployed | Ashtabula | OH | 06/2021 | 06/2021 |
| Revolution Dog | Ashtabula | OH | 07/2021 | 08/2023 |
| Jandj10 Llc | Ashtabula | OH | 07/2021 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mayfield Heights | OH | 12/2025 | Present |
| Bank Of America, N.A. | Mayfield Heights | OH | 02/2026 | Present |
I*: 3397267 Entity Type: Charitable Entity Name: Ashtabula Yacht Club Investment related: No Address: Ashtabula, OH 44004 Position/Title/Relationship: Treasurer Start Date: 12/01/2025 Approximate # of hours a week: 1 hr wkly Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pay bills and balance accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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