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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-30 |
| OH | RA | APPROVED | 2026-04-30 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Florence | KY | 03/2016 | 01/2022 |
| Glidefast Consulting Llc / Apex Systems Llc | Cincinnati | OH | 01/2022 | 02/2022 |
| The Huntington National Bank | Independence | KY | 02/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Crescent Springs | KY | 10/2025 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Crescent Springs | KY | 02/2023 | 01/2026 |
| Pnc Wealth Management | Cincinnati | OH | 01/2026 | Present |
| Pnc Bank | Cincinnati | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-08 |
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