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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-25 |
| OH | RA | APPROVED | 2021-03-24 |
Branch Locations
6515 Sawmill Rd, Dublin, OH 43017 • United States
7675 Sawmill Rd, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | Toledo | OH | 06/2013 | 02/2018 |
| University Of Toledo | Toledo | OH | 08/2011 | 12/2019 |
| Scottrade Investment Management | Toledo | OH | 04/2017 | 02/2018 |
| Td Ameritrade, Inc. | Toledo | OH | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2020 |
| Td Ameritrade | Toledo | OH | 12/2017 | 01/2021 |
| Unemployed | Toledo | OH | 02/2021 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Dublin | OH | 03/2021 | Present |
| Jp Morgan Securities, Llc | Dublin | OH | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-07 |
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