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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-25 |
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lima | OH | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Lima | OH | 09/2024 | Present |
| Shane Crites State Farm | Lima | OH | 06/2020 | 08/2024 |
| Aeropostale | Lima | OH | 03/2019 | 05/2021 |
| Hibbett Sports | Lima | OH | 02/2018 | 07/2018 |
| Jcpenney | Lima | OH | 12/2015 | 01/2018 |
| Lima Central Catholic | Lima | OH | 06/2017 | 10/2020 |
| Shawnee High School | Lima | OH | 06/2021 | 06/2026 |
| Pampered Chef | Lima | OH | 05/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-07 |
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