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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED_RES | 2025-01-31 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piedmont Capital Distributors | St. Louis | MO | 05/2017 | 08/2018 |
| Unemployed | Columbus | OH | 05/2016 | 04/2017 |
| Wells Fargo Clearing Services Llc | Cincinnati | OH | 05/2018 | 07/2021 |
| Pacific Oak Capital Markets, Llc | Costa Mesa | CA | 08/2021 | 05/2022 |
| Cetera Financial Group | El Segundo | CA | 05/2022 | 10/2023 |
| Unemployed | Columbus | OH | 11/2023 | 12/2024 |
| J.P. Morgan Securities Llc | Westerville | OH | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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