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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-25 |
Branch Locations
532 W Market St, Akron, OH 44303 • United States
50 S. Main Street, Akron, OH 44308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Brecksville | OH | 07/2017 | 10/2022 |
| Huntington National Bank | Garfield Heights | OH | 02/2016 | 07/2017 |
| Fifth Third Securities | Brecksville | OH | 10/2019 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 01/2025 | Present |
| J.P. Morgan Securities Llc | Akron | OH | 01/2025 | Present |
| Chase | Akron | OH | 10/2022 | 12/2024 |
Entity Name: Art Therapy Studio Investment related: Yes Address: The Fairhill Partners Building 12200 Fairhill Road, Room C155 Cleveland, OH 44120 https://arttherapystudio.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm on the Board of Trustee as well as on the Finance Committee. As a trustee, I help set the strategic direction; provide financial management through voting on the budget, assisting with fundraising, and monitoring performance of the organization. My role on the finance committee involves being more hands on with all aspects of the budget and expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-29 |
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