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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-29 |
| CA | RA | APPROVED | 2024-01-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Pepper Pike | OH | 08/2015 | 09/2023 |
| Oppenheimer & Co. Inc | Pickerington | OH | 09/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Columbus | OH | 01/2024 | Present |
| Groveport United Methodist Church | Groveport | OH | 01/2021 | 01/2024 |
Entity Name: Groveport United Methodist Church Investment related: No "Address: 512 Main Street, Groveport Ohio 43125" Nature of the other business: Religious Services Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: church. My role is to run sound/multimedia for church services"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-06 |
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