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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-25 |
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 02/2009 | 01/2017 |
| Morgan Stanley | Columbus | OH | 01/2017 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2017 | 07/2023 |
| Bank Of America | Cincinnati | OH | 02/2009 | 01/2017 |
| J.P. Morgan Securities Llc | Westerville | OH | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-30 |
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