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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-05-27 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Columbus | OH | 09/2018 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 08/2016 | 10/2023 |
| The Huntington Investment Company | Columbus | OH | 10/2023 | 05/2025 |
| J.P. Morgan Securities Llc | Westerville | OH | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 05/2025 | Present |
| Huntington National Bank | Columbus | OH | 10/2023 | 05/2025 |
| Midwest Jersey Plug Llc | Columbus | OH | 07/2021 | Present |
| Shipt | Columbus | OH | 03/2023 | 04/2025 |
| Instacart | Columbus | OH | 05/2023 | 04/2025 |
Entity Name: Midwest Jersey Plug LLC Investment related: No Address: Private Residence Nature of the other business: Sports Apparel Position/Title/Relationship: Owner/Partner Start Date: 07/08/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Resell sports apparel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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