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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-07 |
| IL | RA | APPROVED | 2021-07-06 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Asset Management | Westerville | OH | 12/2015 | 07/2017 |
| Jpm Institutional Investments Inc | Chicago | IL | 07/2017 | 07/2018 |
| Jpm Investment Management | Chicago | IL | 07/2017 | 07/2018 |
| Budros, Ruhlin & Roe | Columbus | OH | 07/2019 | 05/2021 |
| Jpm Investment Management | Columbus | OH | 07/2018 | 07/2019 |
| Jpm Institutional Investments Inc | Columbus | OH | 07/2018 | 07/2019 |
| Morningstar Investment Management Llc | Chicago | IL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-11 |
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