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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| OH | RA | APPROVED | 2021-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 06/2020 | 06/2021 |
| Cleveland Research Company | Cleveland | OH | 05/2019 | 08/2019 |
| Lake Shore Insurance Agency | Columbus | OH | 05/2018 | 08/2018 |
| Finish Line | Columbus | OH | 05/2016 | 09/2016 |
| Jpmorgan Chase Bank Na | Cleveland | OH | 06/2021 | Present |
| Jpmorgan Securities Llc | Cleveland | OH | 06/2021 | Present |
| Lake Shore Insurance Agency | Columbus | OH | 05/2017 | 08/2017 |
| Miami University | Oxford | OH | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
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