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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-18 |
| TX | RA | APPROVED_RES | 2018-10-17 |
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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 02/2015 | 10/2018 |
| Jp Morgan Securities, Llc | Findlay | OH | 10/2018 | Present |
| Jp Morgan Chase Bank, N.A. | Findlay | OH | 10/2018 | Present |
Entity Name: Bowling Green Bobcat Band Boosters Investment related: No Address: 530 W. Poe Rd, Bowling Green, OH 43402 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: a volunteer group that supports the Bowling Green High School band program through financial and spirit-based assistance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-12 |
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