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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-21 |
| OH | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 01/2019 | 02/2021 |
| Wedgewood Golf And Country Club | Powell | OH | 04/2014 | 12/2018 |
| Gardner Inc | Columbus | OH | 03/2018 | 01/2019 |
| Morgan Stanley | Columbus | OH | 02/2021 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 01/2019 | 02/2021 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 06/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Westerville | OH | 06/2022 | 02/2025 |
| Morgan Stanley | Columbus | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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