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Powell, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-17 |
| OH | RA | APPROVED | 2017-01-03 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Worthington | OH | 10/2012 | 11/2016 |
| Freewood Private Wealth Management, Llc | Powell | OH | 12/2016 | Present |
Insurance License, appx 10hrs a month, non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-11 |
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