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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| OH | RA | APPROVED | 2019-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc./Jk Investments Group | Independence | OH | 12/2018 | 03/2019 |
| Securities America, Inc. | Independence | OH | 03/2019 | 04/2019 |
| Keybank | Cleveland | OH | 05/2018 | 08/2018 |
| Ohio University | Athens | OH | 08/2015 | 05/2019 |
| Irg Reality Advisors | Richfield | OH | 05/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 05/2019 | Present |
| Bank Of America, N.A. | Akron | OH | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-20 |
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