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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-01 |
Branch Locations
970 Windham Ct. Suite 1A, Youngstown, OH 44512 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | East Liverpool | OH | 04/2013 | 09/2020 |
| Jpmorgan Chase Bank | East Liverpool | OH | 04/2013 | 09/2020 |
| Ameriprise Financial Services, Llc | Youngstown | OH | 10/2020 | 10/2023 |
| Vantage Financial Partners, Llc | Youngstown | OH | 10/2023 | 04/2026 |
| Northrock Partners, Llc | Youngstown | OH | 04/2026 | Present |
Johnson & McGraw Co. LLC; not investment related; 15762 St. Clair Ave, East, Liverpool, OH 43920; Tax Preparation Services; Tax Preparer; start date 2/4/2026; 10% of time; Prepare tax returns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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