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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-07-07
IL RA APPROVED 2021-07-06
  • OH RA
    APPROVED
    Since 2021-07-07
  • IL RA
    APPROVED
    Since 2021-07-06

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

Columbus, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2015 → 07/2017
    Jpmorgan Asset Management
    Westerville, OH
  • 07/2017 → 07/2018
    Jpm Institutional Investments Inc
    Chicago, IL
  • 07/2017 → 07/2018
    Jpm Investment Management
    Chicago, IL
  • 07/2019 → 05/2021
    Budros, Ruhlin & Roe
    Columbus, OH
  • 07/2018 → 07/2019
    Jpm Investment Management
    Columbus, OH
  • 07/2018 → 07/2019
    Jpm Institutional Investments Inc
    Columbus, OH
  • 05/2021 → Present
    Chicago, IL
Previous Registrations
  • 2019-08-01 → 2021-06-24
    Budros, Ruhlin & Roe
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-21
S63 Uniform Securities Agent State Law Examination 2014-07-11
  • S65 Uniform Investment Adviser Law Examination
    2019-08-21
  • S63 Uniform Securities Agent State Law Examination
    2014-07-11
Other Names
  • Hannah L Walls

View on SEC IAPD

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