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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2022-07-18 |
| OH | RA | APPROVED | 2019-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank Na | Westerville | OH | 09/2015 | 10/2016 |
| Pnc Bank N A | Worthington | OH | 11/2016 | 08/2018 |
| Pnc Bank N A | Worthington | OH | 08/2018 | 05/2019 |
| J.P. Morgan Securities Llc | Lewis Center | OH | 05/2019 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Lewis Center | OH | 05/2019 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Pepper Pike | OH | 08/2021 | Present |
| J.P. Morgan Securities Llc | Pepper Pike | OH | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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