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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-01 |
| OH | RA | APPROVED | 2026-02-23 |
Branch Locations
3401 Morse Crossing, Columbus, OH 43219 • United States
6271 Perimeter Drive, Dublin, OH 43017 • United States
2031 West Henderson Road, Columbus, OH 43220 • United States
7370 State Route 161, Plain City, OH 43064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dublin | OH | 11/2013 | Present |
| Pmorgan Chase Bank (Oh) | Dublin | OH | 11/2013 | Present |
| Ridgewood Plans, Llc. | Dublin | OH | 07/2014 | 11/2017 |
| Uber | Dublin | OH | 09/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-21 |
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