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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Wealth Partners | Westerville | OH | 01/2024 | 01/2025 |
| Jpmorgan Chase & Co. | Columbus | OH | 07/2021 | 12/2023 |
| Granville Investment Group | Granville | OH | 09/2019 | 08/2021 |
| Denison University | Granville | OH | 08/2017 | 05/2021 |
| Grandview Heights High School | Columbus | OH | 08/2013 | 05/2017 |
| Tressler Game Preserve | Columbus | OH | 05/2018 | 06/2020 |
| Lpl Financial, Llc | Westerville | OH | 11/2023 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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