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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
716 Mt. Airyshire Boulevard, Suite 200, Columbus, OH 43235 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | OH | 09/2018 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Newark | OH | 11/2012 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2021 | 06/2024 |
| Bank Of America, N.A. | Columbus | OH | 11/2021 | 06/2024 |
| Janney Montgomery Scott Llc | Coloumbus (North) | OH | 06/2024 | 06/2025 |
| Apollon Wealth Management, Llc | Columbus | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-26 |
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