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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Columbus | OH | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 05/2026 | Present |
| Meadow Lane Johnstown Llc | Johnstown | OH | 09/2024 | Present |
| Swerve Hip Hop Fitness Llc | Worthington | OH | 05/2017 | Present |
| Fidelity Investments | Columbus | OH | 08/2022 | 05/2026 |
| Charles Schwab | Dublin | OH | 10/2021 | 08/2022 |
| Bank Of America | Columbus | OH | 11/2017 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 11/2017 | 10/2021 |
| Kemper Sports | Columbus | OH | 04/2017 | 12/2017 |
| J.P. Morgan Securities Llc | Columbus | OH | 10/2012 | 05/2017 |
| Life Time Fitness, Inc | Columbus | OH | 03/2012 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 08/2011 | 05/2017 |
| Fitness International | Columbus | OH | 04/2017 | 04/2017 |
NAME OF OTHER BUSINESS:Swerve Hip Hop Fitness LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:640 Lakeview Blvd Plaza Suite A ,Worthington ,OH,43085,USA NATURE OF OTHER BUSINESS:Dance and Fitness YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2017-05-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:General oversight, teaching classes, delegation of responsibilities. IS THIS A RESIDENTIAL ADDRESS?:No NAME OF OTHER BUSINESS:Meadow Lane Johnstown LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Johnstown ,OH,43031,USA NATURE OF OTHER BUSINESS:Rental property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2024-09-05 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:passive owner IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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