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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-16 |
Branch Locations
Westerville, OH • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 01/2026 | Present |
| Unemployed | Avon | OH | 12/2025 | 12/2025 |
| Third Coast Wealth Planning & Partners | Elk Rapids | MI | 06/2025 | 11/2025 |
| Denison University | Granville | OH | 01/2023 | 05/2025 |
| Grand Traverse Resort | Acme | MI | 05/2024 | 08/2024 |
| Cellar 152 | Elk Rapids | MI | 05/2023 | 08/2024 |
| Neapolitan & 3 Palms/Crocker Park Llc | Westlake | OH | 06/2020 | 08/2023 |
| Unemployed | Avon | OH | 01/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
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