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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 01/2026 | Present |
| Fitconnect Llc | Westerville | OH | 08/2025 | Present |
| Edward Jones | St. Louis | MO | 03/2025 | 12/2025 |
| Sumup | Westerville | OH | 10/2024 | 02/2025 |
| Unemployed | Westerville | OH | 09/2024 | 09/2024 |
| Wealthbox | Lewis Center | OH | 11/2023 | 08/2024 |
| J.P. Morgan Securities Llc | Columbus | OH | 07/2021 | 11/2023 |
| Bank Of America - Merrill Lynch | Glen Rock | NJ | 03/2020 | 06/2021 |
| Ubs Financial Services | Florham Park | NJ | 10/2018 | 03/2020 |
| Unemployed | Paramus | NJ | 01/2016 | 09/2018 |
Entity Name: FitConnect LLC Investment related: No Address: Private Residence Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 08/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I created a fitness social media app that pairs people that are interested in working out in a gym to go workout together. It is a fitness and social media app that was created utilizing AI tools. Responsibilities thus far include working on the back-end coding of the application. This app has not been released to the public and continues to undergo changes. I work on this project an hour a month at most.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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