Best Investors Account Sign in
Current Employers
New York Life Investment Management Llc

51 Madison Avenue, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-08
  • OH RA
    APPROVED
    Since 2025-10-08

Branch Locations

51 Madison Avenue, New York, NY 10010 • United States

Columbus, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Distribution Services Inc Columbus OH 09/2019 02/2021
The Solomon Organization Columbus OH 07/2018 09/2019
Olshan Properties Columbus OH 01/2017 08/2017
The Ohio State University Columbus OH 08/2014 05/2018
Abraham-Shoffstall Investments, Llc St. Paul MN 09/2014 Present
J.P. Morgan Securities Llc Columbus OH 03/2022 06/2024
Jpmorgan Chase Bank, N.A. Columbus OH 10/2019 06/2024
J.P. Morgan Institutional Investments Inc. Columbus OH 06/2024 10/2025
J.P. Morgan Investment Management Inc. Columbus OH 06/2024 10/2025
New York Life Investments Columbus OH 10/2025 Present
  • 09/2019 → 02/2021
    Jpmorgan Distribution Services Inc
    Columbus, OH
  • 07/2018 → 09/2019
    The Solomon Organization
    Columbus, OH
  • 01/2017 → 08/2017
    Olshan Properties
    Columbus, OH
  • 08/2014 → 05/2018
    The Ohio State University
    Columbus, OH
  • 09/2014 → Present
    Abraham-Shoffstall Investments, Llc
    St. Paul, MN
  • 03/2022 → 06/2024
    Columbus, OH
  • 10/2019 → 06/2024
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 06/2024 → 10/2025
    J.P. Morgan Institutional Investments Inc.
    Columbus, OH
  • 06/2024 → 10/2025
    J.P. Morgan Investment Management Inc.
    Columbus, OH
  • 10/2025 → Present
    New York Life Investments
    Columbus, OH
Previous Registrations
Other Businesses

Abraham-Shoffstall Investments, LLC. This is an investment-related business. 201 Western Avenue North St. Paul, MN 55102 It is a divided partnership in a 6-plex. The address of the building is 1811 Johnson St NE, Minneapolis, MN 55418. I have little to no relationship with this building, it was provided to me at a young age to begin learning about the nature of investment vehicles; the relationship began in 09/2014. I devote roughly 1-2 hours to the business a year. I devote no hours to the other business during securities trading hours. My duties was to initially value the property under supervision and make a decision on the return we could receive with and without a renovation schedule.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-15
S63 Uniform Securities Agent State Law Examination 2019-12-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2019-12-13
Other Names
  • David Shoffstall

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor