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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-26 |
| WV | RA | APPROVED | 2024-03-25 |
Branch Locations
505 D Street, South Charleston, WV 25303 • United States
321 Main Street, Belpre, OH 45714 • United States
707 Virginia Street E, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Bethesda | MD | 06/2014 | 09/2016 |
| Girard Securites | Bethesda | MD | 06/2014 | 09/2016 |
| Capital One Investing, Llc | Mclean | VA | 09/2016 | 05/2018 |
| Texas Jacks | Arlington | VA | 01/2016 | 05/2017 |
| Columbia Bank | Vancouver | WA | 05/2018 | 04/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2018 | 04/2019 |
| Cetera Investment Advisers Llc | Vancouver | WA | 06/2018 | 04/2019 |
| Starwood Capital Llc | Arlington | VA | 04/2019 | 12/2023 |
| J.P. Morgan Securities Llc | Charleston | WV | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Charleston | WV | 03/2024 | Present |
| Unemployed | Charleston | WV | 01/2024 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
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