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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 08/2019 | 05/2021 |
| Tailored Management (Nationwide Contractor) | Columbus | OH | 11/2018 | 08/2019 |
| Monster Energy | Columbus | OH | 07/2018 | 11/2018 |
| Uniprint/The Ohio State Unv | Columbus | OH | 08/2016 | 08/2018 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 08/2021 | 02/2025 |
| Ascend Advisory Group Llc | Dublin | OH | 08/2021 | 02/2025 |
| Nationwide Mutual Ins Co/Nationwide Financial | Columbus | OH | 08/2019 | 05/2021 |
| Unemployed | Columbus | OH | 06/2021 | 07/2021 |
| Unemployed | Columbus | OH | 03/2025 | 05/2025 |
| J.P. Morgan Securities Llc | Westerville | OH | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 06/2025 | Present |
| Wells Fargo Bank | Dublin | OH | 08/2021 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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