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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-23 |
| MN | RA | APPROVED | 2025-09-25 |
| OH | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Southlake | TX | 07/2018 | 11/2020 |
| Red Lerille's Health And Racquet Club | Lafayette | LA | 05/2010 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2020 | 10/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2020 | 10/2023 |
| Td Ameritrade Services Co., Inc | Southlake | TX | 07/2018 | 11/2020 |
| Hilltop Securities Inc. | Dallas | TX | 10/2023 | 05/2025 |
| Meeder Public Funds, Inc. | Dublin | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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