Taylor James Roberts

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-06
OH	RA	APPROVED	2024-10-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
American Multi-Cinema	Columbus	OH	08/2016	04/2019
The Ohio State University	Columbus	OH	08/2015	05/2018
Axa Advisors	Columbus	OH	12/2018	05/2019
Voya Financial Advisors, Inc	Lancaster	OH	04/2019	11/2019
J.P. Morgan Securities Llc	Westerville	OH	07/2021	02/2023
Jpmorgan Chase Bank, N.A.	Westerville	OH	07/2021	02/2023
Nationwide	Pickerington	OH	03/2020	09/2020
Jc Wealth Management	Lancaster	OH	09/2019	11/2019
The Huntington Investment Company	Columbus	OH	02/2023	09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbus	OH	09/2024	Present
Unemployed	Pickerington	OH	10/2020	06/2021
Unemployed	Pickerington	OH	12/2019	03/2020
Bank Of America, N.A.	Columbus	OH	11/2024	Present

08/2016 → 04/2019

American Multi-Cinema

Columbus, OH
08/2015 → 05/2018

The Ohio State University

Columbus, OH
12/2018 → 05/2019

Axa Advisors

Columbus, OH
04/2019 → 11/2019

Voya Financial Advisors, Inc

Lancaster, OH
07/2021 → 02/2023

J.P. Morgan Securities Llc

Westerville, OH
07/2021 → 02/2023

Jpmorgan Chase Bank, N.A.

Westerville, OH
03/2020 → 09/2020

Nationwide

Pickerington, OH
09/2019 → 11/2019

Jc Wealth Management

Lancaster, OH
02/2023 → 09/2024

The Huntington Investment Company

Columbus, OH
09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbus, OH
10/2020 → 06/2021

Unemployed

Pickerington, OH
12/2019 → 03/2020

Unemployed

Pickerington, OH
11/2024 → Present

Bank Of America, N.A.

Columbus, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-22
S63	Uniform Securities Agent State Law Examination	2021-10-14

Other Firms