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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| OH | RA | APPROVED | 2022-08-09 |
Branch Locations
2687 Fairfield Commons, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Beavercreek | OH | 06/2017 | 07/2022 |
| U.S. Bancorp Investments, Inc. | Beavercreek | OH | 06/2018 | 07/2022 |
| Fifth Third Bank | Cincinnati | OH | 10/2015 | 05/2017 |
| J.P. Morgan Securities Llc | Beavercreek | OH | 08/2022 | Present |
| Doordash | Sunnyvale | CA | 07/2021 | 11/2021 |
| Jpmorgan Chase Bank, N.A. | Beavercreek | OH | 08/2022 | Present |
| Millennium Enterprises | Beavercreek | OH | 12/2023 | Present |
Entity Name: Millennium Enterprises Investment related: No "Address: millenniumhealthandfitness.com Beavercreek Ohio 45431" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 12/05/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: There is no connection to JPMC role. Referee for multiple sports. Basketball, Baseball, Softball, Football."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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