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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-27 |
| OH | RA | APPROVED | 2016-10-25 |
Branch Locations
1111 Polaris Pkwy Floor 3G, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2014 | 10/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 10/2016 |
| J.P. Morgan Securities Llc | Columbus | OH | 10/2016 | Present |
| Jpmorgan Chase Bank, Na. | Columbus | OH | 10/2016 | Present |
Entity Name: Easton Youth Hockey Association Investment related: No Address: PO Box 30381 Gahanna, OH 43230 https://www.eyhamavericks.com/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am currently on the board as volunteer coordinator, but would like to consider running for treasurer for next year. This would be pending election in Q2, but want to preclear the ability to run before submitting my nomination. I would be handling the collection and disbursement of funds for the youth travel and select hockey teams. Their current banking is done with an external bank and I would not be soliciting a move of the relationship to JPM. No investments are currently made.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-26 |
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