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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-08 |
| TX | RA | APPROVED_RES | 2024-09-06 |
Branch Locations
1111 Polaris Pkwy Floor 1C, Columbus, OH 43240 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Columbus | OH | 07/2024 | Present |
| Jpmorgan Securities Llc | Columbus | OH | 07/2024 | Present |
| Threes Spirits Above High | Columbus | OH | 01/2023 | 05/2024 |
| Jpmorgan Chase Bank, Na | Columbus | OH | 06/2023 | 08/2023 |
| Pds Planning, Inc. | Dublin | OH | 08/2022 | 05/2023 |
| Valeo Financial Advisors | Carmel | IN | 05/2022 | 08/2022 |
| Jets Pizza | Indianapolis | IN | 04/2020 | 05/2022 |
| Benefit Solutions Financial Advisors | Indianapolis | IN | 05/2021 | 05/2022 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2022 |
| The Riviera Club | Indianapolis | IN | 05/2017 | 08/2020 |
| Jimmy Johns | Indianapolis | IN | 05/2020 | 08/2020 |
| Camp Tecumseh Ymca | Brookston | IN | 06/2019 | 08/2019 |
| Unemployed | Indianapolis | IN | 07/2014 | 04/2017 |
| Unemployed | Columbus | OH | 06/2024 | 06/2024 |
| Benefit Solutions Financial Advisors | Indianapolis | IN | 06/2018 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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