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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| OH | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh University | Akron | OH | 09/2017 | 08/2018 |
| Walsh University | North Canton | OH | 08/2017 | 12/2021 |
| Akron Rubberducks Minor League Baseball | Akron | OH | 08/2013 | 02/2019 |
| Walsh University Admissions | Akron | OH | 01/2017 | 06/2018 |
| Northwestern Mutual Life Ins | Milwaukee | WI | 05/2019 | 01/2025 |
| Northwestern Mutual Investment Services, Llc | Akron | OH | 03/2019 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2019 | 01/2025 |
| Ups | Akron | OH | 11/2017 | 01/2019 |
| Amway | Akron | OH | 08/2022 | 01/2025 |
| J.P. Morgan Securities Llc | Akron | OH | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 01/2025 | Present |
| 7 Pillars Of Life Home Care Llc | Canton | OH | 02/2026 | Present |
Entity Name: 7 PILLARS OF LIFE HOME CARE LLC Investment related: No Address: Canton, OH Nature of the other business: Healthcare Position/Title/Relationship: Owner/Partner Start Date: 02/05/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am part owner of a healthcare entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-05 |
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